Northwestern Mutual

"From the first time my fiance and I talked to Wyatt, we could tell we were in good hands. We are new to the wealth management world and wanted to get off on the right foot before we get married. Wyatt guided us through the entire process from choosing what plans work best for us to showing us how to apply and answering all of our questions (and we had A LOT of questions). He and his assistant Emily are always very polite and responsive. I would definitely recommend Wyatt and Northwestern Mutual to anyone looking for help with wealth management."

"We work with a great advisor that really helped my husband and I understand our financial future! We still have a lot to learn but we are thankful to have an advisor/company helping us along the way. I can text, email or call usually get my advisor right away or within a few hours!"

"Tracy, Harold, and their staff at Northwestern Mutual in Williamsburg were amazing to work with as I was transitioning careers. Their interview process was very in depth and while ultimately I went in a different direction they have definitely earned a client. This team is incredibly relationship oriented, thorough, and will walk you step by step through any aspect of future financial planning. They are also very flexible and will work with you around your busy schedule making financial planning a pleasure instead of a hastle. I highly recommend them!"

"We've dealt with several financial advisers in other parts of the country and have thrilled with the service we've received from Harold and Tracy so far! They've taken the time to get to know us and our individual needs and have set us up with a portfolio that we are very happy and comfortable with. Of course, many financial advisers can provide these professional services, but the customer service--the personal touches--have really set these folks apart from the rest. We recommend them to all our friends."

"Tracy Shackelford and her team are a great representation of Northwestern Mutual in Virginia. They are forward thinking and have helped us with the financial planning for our special needs child and found resources for us to help her locally as well. The team stays on top of our current circumstances and has given us a sense of security for our future - especially as we approach our retirement years."