James J Flick

Financial Advisor

Professional

James Flick works with his clients utilizing the following process:

  • Consult with you to determine your immediate, mid, and long term financial goals, objectives, and concerns.

  • Based on your financial circumstances, risk tolerance, time horizon, and portfolio objectives, he and his team create a comprehensive financial plan to help achieve your goals and objectives and address your concerns.

  • Upon choosing to work with James, he diligently follows through on reviewing and updating your financial plan in accordance with your changing life.

James, as a registered representative of Northwestern Mutual Investment Services, LLC (NMIS), has a securities registration that qualifies him to sell and service or provide access to mutual funds from hundreds of fund families and variable insurance products.

James, as an agent of The Northwestern Mutual Life Insurance Company (NM), is licensed as an insurance producer. In this capacity, He is qualified to sell and service a variety of insurance products, such as life and disability income insurance, and annuities. NM makes its products available only through Northwestern Mutual agents such as James. If Northwestern Mutual offers insurance products that are appropriate for your situation, He will recommend those products first. However, subject to certain limitations, He is able to sell and service insurance products offered by other companies if the situation calls for them or would be more appropriate

 

Education

Degree Major Institution
Bachelor of Science Business Administration Cabrini College - Radnor, PA

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2015

Award recognizing commitment to excellence in service to clients and industry

 

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