Welcome to Jeffrey Salazar's Team

A holistic financial plan should empower you to get what you want out of life.

Does Yours?

Our team believes if you are financially secure, then you are better prepared to make decisions about your life. The common behavior around money is that if you do not have a comprehensive financial plan, then you tend to stress about your money. On the other hand, if you plan your finances wisely, then you can focus on the things in life that matter most to you. Translation.... 

Smart and strategic wealth management allows you to live life on your terms.

And Team Salazar wants to help you do just that!  We want to get to know YOU. What is important to you, and what motivates you to do what you do each day?  Who and what are dearest to your heart?  From this discovery and perspective, together we can devise a financial plan that aligns with your vision, values and goals.  

We specialize in:

We are a Top 10 Broker-Dealer* and have teams dedicated to Private Client Services and Advisory investments.

We are excited to go on this journey with you!  Let's get started.  

 

*Northwestern Mutual ranks among the Top 10 independent broker-dealers as measured by total revenues by leading investment publications: Financial Advisor magazine, April 2014; Financial Planning magazine, June 2014; and Investment Advisor magazine, June 2014.

Jeffrey Salazar, CLU®, ChFC®, CASL®, REBC®
Wealth Management Advisor


Physicians Nationwide

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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