Lowell M Plotkin, RICP®

Financial Advisor

My Mission

 

My office has a process that we follow; it allows us to stay on track with our clients and prospects.

We have quality discussions with our clients and prospects regarding their goals, current and future; as well as issues they may not have thought about or are uncomfortable talking about.

We provide them with solutions utilizing insurance and investment products through Northwestern Mutual.  We convey a sense of security by helping our clients to effectively and efficiently implement their plans and see their goals accomplished.

People feel very comfortable with us because we are caring, proactive and responsive to their needs.

 
 
 
 
 

Areas of Interest

 


Lowell's Recommended Articles

 


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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