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

$$$ • Financial Planners

275 Promenade St #300, Providence, RI 02908

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

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  • Oct 2023

    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!

  • Apr 2023

    Jack Trevor has been a great financial planner. He is very knowledgeable, explains everything, and keeps on track with all necessary paperwork- making things easygoing and stress free for us! I highly recommend Jack!

  • Dec 2022

    For all of, "The Office" watchers out there- we remember the feeling when Dwight reads his recommendation letter from Michael. It gave you chills listening to how sentimental, yet accurate it really was. For those who do know, as well as those who do not, it went something like this: "The dictionary defines superlative as: of the highest kind, quality, or order, surpassing all else, or others. Supreme. I define it as Dwight Schrute. As a sales executive, as a leader, as a man, and as a friend, he is of the highest kind, quality, and order. Supreme." Jack is, in essence, a mirror image to that portrayed by Dwight Schrute. Jack is of the highest kind, quality, or order,...read full review

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

2020 was a year of unimaginable change... From the way we had to change our work day.. our interaction with family & friends.. and how we educated our children.. It’s been a lot to handle! And today, many medical professionals and business owners like you are feeling uncertainty, pressure, anxiety and stress both at home and at work. Planning for future retirement is a top priority for most Professionals and Business Owners. However, it is hard to plan ahead when there are plenty of other financial concerns and distractions. A key challenge many Professionals and Business Owners deal with is in finding the right balance between managing their present financial risks, debt and taxes while saving towards a comfortable retirement.

Hours

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

Ratings

Google Google: 5/5

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

275 Promenade St #300, Providence

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