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

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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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