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Northwestern Mutual Opens Office in St. Augustine

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Northwestern Mutual @ Sea Grove

Financial services company to offer comprehensive financial planning

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Northwestern Mutual is opening a new office in St. Augustine on February 15, 2016, providing the company with a convenient location to better serve its clients. The new office will be located at 108 Sea Grove Main Street, Suite C in Sea Grove Village on Anastasia Island, located just south of Hwy 312 and north of Marsh Creek Country Club.

The office will be led by Northwestern Mutual wealth management advisors Harvey Boxer, ChFC®, CLU®, MSFS, and Denise Hagan, ChFC®, CLU®, RHU® and provide comprehensive financial planning which may include fee-based planning – private client services, trust services, wealth management services and individualized portfolio management services with certain Northwestern Mutual advisory programs.

​”Too many people are stuck in a gap between what the financial industry provides and what people really need,” said Boxer. “We’re excited about the opportunity to help close the gap for our clients in the St. Augustine region by helping them to create distinctive and comprehensive financial plans.”

Northwestern Mutual’s 2015 Planning and Progress Study demonstrates the need for working with a professional advisor to develop a comprehensive financial plan. The study found:

  • 58% of Americans believe their financial planning needs improvement, and 21% are “not at all confident” they’ll be able to reach their financial goals.
  • adults who use an advisor are nearly twice as likely to feel “very financially secure” (68% vs. 35%).
  • adults who work with advisers are substantially more likely to be savers, hold less debt and have a diversified portfolio of financial solutions.

According to Hagan, “We help people make confident, clear choices about complicated financial decisions. We do that by taking the time to fully understand what is really important to our clients and why they want certain things to happen.”

Together, Boxer, Hagan and their team have more than 130 years of combined expertise in the financial services industry serving clients across the country with offices in Connecticut and Florida.

To learn more about the services Northwestern Mutual offers, contact (904) 598-3589

visit http://denisehagan.nm.com/ or http://www.harvey-boxer.com/.

 

 

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