Northwestern Mutual - Princeton
Welcome to Petteway Financial, a distinguished nationwide practice with a dedicated branch in Princeton, NJ, affiliated with Northwestern Mutual. We specialize in providing tailored financial solutions to a diverse clientele, focusing on:
- Strategic planning for physicians
- Comprehensive planning for business owners
- Retirement and estate planning
- Tax-efficient accumulation and distribution strategies
- Foundational planning for young families
For over 160 years, Northwestern Mutual has been a steadfast partner in helping clients shape their financial futures. Through historic events, economic fluctuations, and personal milestones, we've stood by our clients, navigating financial risks and securing their prosperity.
In every pivotal decision, we ask a fundamental question: "Is this in the best long-term interest of our clients?" This inquiry drives our distinctive and comprehensive planning process, ensuring that your needs take precedence.
At the core of our business is a passion for helping individuals and businesses thrive. This begins with prioritizing people – our clients, employees, and financial professionals. We are committed to nurturing enduring relationships, understanding what matters most to each person, and providing the guidance, tools, and solutions needed for success.
We pride ourselves on our exceptional financial strength, holding the highest ratings from all four major rating agencies. This isn't just a badge of honor; it's an assurance that we will be here for our 4.2 million clients, steadfastly dedicated to helping them build a secure future. We not only safeguard the capital necessary to honor our commitments but also cultivate our surplus to seize opportunities and invest in initiatives that enhance our client service.
As a mutual company, our focus is on delivering enduring value to our clients. We eschew transient trends and avoid undue risks for short-lived gains. Instead, we approach every decision with an eye toward the future. This principle informs how we operate our business, develop our products, and manage our investments, enabling us to assist clients in forging a lifetime of financial security.
At Petteway Financial, our mission extends beyond conventional financial advising. We aim to be the financial quarterback for our family, clients, and community. Offensively, we help chart a course to realize the life one envisions, while defensively, we safeguard families, individuals, and their most cherished assets.
Discover how we can help you achieve your financial aspirations. Contact us today to embark on a journey toward lasting financial security and prosperity.