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Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP

5.0 15 reviews
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About Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP

Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU

In the face of the unprecedented challenges of 2020, many professionals and business owners have felt uncertainty, pressure, anxiety, and stress both at home and at work. Planning for future retirement has become a top priority, yet balancing present financial risks, debt, and taxes while saving for a comfortable retirement can be a daunting task.

Jack Trevor, a financial advisor at Northwestern Mutual, has been praised for his exceptional service and expertise in guiding clients through this complex landscape. Clients have described him as incredibly knowledgeable, great at explaining every step of the process, and always readily available to answer questions and complete paperwork. One client who worked with Jack to obtain life insurance for their family noted that he made the experience "easygoing and stress-free."

Another client highlighted Jack's industry knowledge, intelligence, emotional intelligence, and ability to forge long-lasting relationships built on trust. They described him as someone of the "highest kind, quality, or order, surpassing all else, or others," who ensures that his clients are always taken care of, regardless of the ups and downs. The client strongly recommends that anyone on the fence about working with a financial advisor should take the time to speak with Jack and see why his clients hold him in such high regard.

Overall, Northwestern Mutual's financial advisor, Jack Trevor, has consistently demonstrated a commitment to providing exceptional service and guidance to his clients, particularly during these challenging times.

Sep 2026
5.0
I have been consistently impressed with Jack Trevor at Northwestern Mutual. He responds to all communications with lightning speed, and his responses are always thorough and thoughtful, never rushed or generic. He explains options clearly, using numerous examples and visuals that make even complex topics easy to understand. Jack specializes in wealth management and planning, and he makes every transaction remarkably simple. He is also very adept with technology, making it easy for clients to engage across all platforms regardless of their technical background. He is knowledgeable, patient, and genuinely invested in helping his clients succeed. I highly recommend him to… read full review
Jun 2024
5.0
Jack is very knowledgeable, helpful and personable. He takes time to explain complicated issues and simplifies explanations. It’s been a pleasure speaking with him and would highly recommend his expertise.
Oct 2023
5.0
I worked with Jack to obtain life insurance for my husband and I. He was incredibly knowledgeable and great at taking me through every step of the process. Jack was always readily available for any questions and for completing all of the paperwork. I look forward to working with him on other parts of my financial planning and portfolio. I would highly recommend him and Northwestern Mutual!
Photos of Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP, 275 Promenade Street Suite 300,  Providence
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Hours

Monday 8AM - 6PM
Tuesday 8AM - 6PM
Wednesday 8AM - 6PM
Thursday 8AM - 6PM
Friday 8AM - 6PM
Saturday Closed
Sunday Closed

Location

275 Promenade Street Suite 300, Providence, RI 02908

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Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP · 275 Promenade Street Suite 300, Providence, RI 02908

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