Northwestern Mutual Grows Southern California Presence
4 months ago
MILWAUKEE, June 1, 2021:– Northwestern Mutual, a financial security company focused on comprehensive financial planning through both insurance and investments, is announcing the opening of a new office in Ontario, California, at 3633 Inland Empire Blvd, Suite 790.
“This expansion gives us the opportunity to build meaningful new relationships, offer career opportunities and meet a need for financial services in an underserved community,” said Matt Plocher, managing partner, Northwestern Mutual. “We’re looking forward to providing unmatched financial guidance to our clients in Ontario and the surrounding communities and helping them accomplish their financial goals.”
The new office, led by Managing Director Amber Romo, was developed through a collaboration with the Northwestern Mutual distribution growth ventures team, a group focused on serving underpenetrated markets and competitive recruitment. It will offer financial planning services to the city’s underserved Hispanic and Asian communities. In addition, the office will identify opportunities for financial education and support of locally-owned businesses.
“Our recruiting efforts will focus on diverse communities in Ontario, with an emphasis on area colleges and universities,” said Romo. “We’re excited to engage with the community and provide personalized planning solutions that will help put our new clients on the path to achieving their financial dreams.”
Romo will lead the Ontario office comprised of a diverse team of six financial professionals, all of whom live in Ontario or the surrounding area. The team plans to expand their presence in the community.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries in Milwaukee, WI. Subsidiaries include Northwestern Mutual Investment Services, LLC (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (investment advisory and trust services), a federal savings bank; and Northwestern Long Term Care Insurance Company.
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