James M Seretta

Financial Advisor

"Working with business owners and successful professionals is incredibly challenging and rewarding in that their success leaves them little time to become experts in fulfilling their financial security needs. These individuals/families count on me to be their financial professional, and use my thirty-eight+ years of experience with Northwestern Mutual to fill this void that is so crucial to the future of their family and the businesses they love."

Jim Seretta and his team of network specialists center their philosophy around building relationships based on trust, honesty and integrity. Jim Seretta is the quarterback of the team that listens to each client describe their future vision, values and needs for both their family and businesses. Jim then helps his clients design their financial solutions to fit their needs, and works with the client to help implement all phases of their vision. Jim stays in touch, and as their situation changes, makes modifications that help to ensure they meet their goals.    

My Mission

In all situations as a Northwestern Mutual Financial Advisor,I will make those recommendations which I would follow for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 

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.

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