“Helping clients build and protect their wealth since 1977”

Team Mission Statement

Jay and his team believe each client deserves a financial future that is all they want it to be.  As knowledgeable professionals, the team's vision is to help clients build and protect wealth.  This will be achieved by providing quality products with exceptional service and integrity while building enduring relationships.  

Jay Lipman has been a Financial Advisor with Northwestern Mutual since 1977. Jay is committed to providing his clients with the tools, products, and services that meet their individual needs at every stage of life. 

Plan Now for your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

As your Wealth Management Advisor, Jay  will listen, clarify, and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Jay Lipman help you ensure your financial future is everything you want it to be.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jay Lipman, CLU®, ChFC®, CLTC®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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