Northwestern Mutual - Jeremy J. Wakamiya

Financial Planners, Insurance

2990 Lava Ridge Ct #210, Roseville, CA 95661

About Northwestern Mutual - Jeremy J. Wakamiya

Northwestern Mutual - Jeremy J. Wakamiya is a reputable financial planning and insurance firm that offers personalized guidance and support to its clients. The team, led by Jeremy Wakamiya, takes a thoughtful and patient approach to understanding each client's unique financial goals and circumstances. They provide clear and concise explanations of complex financial concepts, ensuring clients feel confident in their decisions. Jeremy's genuine interest in his clients' financial well-being and willingness to go above and beyond to help them achieve their objectives are highly valued by his clients. With a strong understanding of financial markets and strategies, Jeremy and his team offer comprehensive services, including retirement planning, investment planning, and life insurance policy selection. Their commitment to staying in touch with clients and providing ongoing support has earned them a loyal following.

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Reviews for Northwestern Mutual - Jeremy J. Wakamiya

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  • Jun 2025

    Jeremy is not only a fantastic financial advisor but truly an amazing human being. I've had the immense pleasure of working with him over the last year, and through the entire process, I have genuinely felt he has cared deeply about my needs and what's most important to me and my family.

    What sets Jeremy apart is his remarkable ability to make complex financial concepts feel approachable and easy to understand. He takes the time to listen, truly grasping our long-term goals and anxieties, and then translates them into a clear, actionable plan. There's a palpable sense of trust and confidence he instills, which is invaluable when dealing with something as personal...read full review

  • Jun 2025

    As a current client, I am always appreciative of the time and energy Jeremy spends committed to my financial betterment. As a former executive assistant to Jeremy, i can attest first hand for the energetic, responsive, and dedicated service Jeremy strives to offer his clients.

  • Jun 2025

    Jeremy helped me figure out which life insurance made the best sense for my lifestyle and goals. I do a lot of activities and move a lot so he also advised me on future options if any big changes happen. Appreciate you, JJ!

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Location

2990 Lava Ridge Ct #210, Roseville

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