St. Louis Nesties
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Financial advisor rec

We have a "somewhat" financial advisor, but she moved about 4 years ago so we really need to find someone in St Louis.

We already have an accout with Northwestern Mutual so we were looking for a rec of someone from there, but we'd be willing to go to somewhere else too, if you have a good rec.

TIA!  Laura

Re: Financial advisor rec

  • Hi Laura!

    We have NorthWestern Mutual for one or two things... Our rep, or guy that we use through them is Matthew Merrick.  He's younger, up beat and always meets us at our house or whereever and whenever we need him to. My work schedule is crazy, he's fairly flexible about working around it.  He remembers small details about us (vacations, big events, etc) we have never had any issues, no pressure and he's pretty good at following up with us and getting us what we need.

    His email is matthew.merrick@nmfn.com I don't have the number on me at the moment, if you need that feel free to email me at lilmufish at hotmail dot com and i'll see if I can find that tonight for you.

     
    Let him know that I gave you his email so that he's not wondering where you got his information from :)

     
    Good luck!
     

  • My husband is an NMFN agent. (Of course I think he's the best ever, but maybe I'm biased...) He's been in the business for about 7 years now. If you email me at aesgx6@yahoo.com. I'd be happy to give you his email address and phone number. (Or if you give me your information I'd be happy to pass it along to him.) He works out of the downtown office but goes all over town for appointments.?

    ?

    HTH!

    ?

    ?

  • I tried posting about ChampagneGold's husband also, so there is a 2nd vote for him!
  • One of my very good friend's husband works for Northwestern Mutual also.  His name is Matthew Plocher.  I don't have his number on me, but if you want to email me I can give you his info.

     

    riskangie at hotmail dot com 

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