Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 

Charles Valenti, ChFC®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
Wealth Management Advisor
 
Henry P Cerruti, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, AEP<sup>®</sup>

Henry P Cerruti, CFP®, CLU®, ChFC®, CASL®, AEP®

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.
Wealth Management Advisor
 
John P Reynolds

John P Reynolds

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Robert L. Kilroy, CFP<sup>®</sup>, CLU<sup>®</sup>

Robert L. Kilroy, CFP®, CLU®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
Wealth Management Advisor
 

James A. Finnegan

Financial Advisor

  • Office 631-592-2071
  • Mobile 631-793-5012
 

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