“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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jay Lipman, CLU®, ChFC®, CLTC®

Wealth Management Advisor

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Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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