Kevin Mark Regan

Wealth Management Advisor

 

Our mission is to deliver strategic portfolio analysis and creative holistic financial solutions with laser focused execution and ongoing proactive management, while providing unparalleled service to ensure our client’s most desired future.

Most importantly, our mission is bound by a commitment to quality, trust and compassion to the highest degree.

                                                      

 


Financial Planning Process

Watch this short video to learn our comprehensive approach to personalized financial planning.

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

 

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