WEICHEL FULLER FINANCIAL

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Our mission is to educate, inspire and equip families and successful business leaders to be effective stewards of their wealth, empowering them to achieve financial security while creating a positive legacy for those they love and the causes they support.

 

Contact our Team

  • Scheduling: Sara Kieffer - (941) 957-4527 Sara.Kieffer@nm.com
  • Liaison to Home Office Underwriting, client service, insurance questions: Joanne Todd - (941) 957-4545 Joanne.Todd@nm.com
  • Planning, account related inquiries:  Chris Vincent - (941) 957-4549 Christopher.Vincent@nm.com

 

Market and Economic Commentary

Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary . Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary .

 

 

 

 

 

This February the Weichel Fuller team had a photoshoot in Sarasota. The shoot began in downtown and ended outside the Van Wezel Performing Arts Hall. This location was a great backdrop which features colorful buildings and beautiful palm trees. The team was happy to find a cool place afterwards to escape the Florida heat!

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.