Marshall S Wood, CLTC®

Financial Representative

Mot Wood assists business owners and successful professionals with making smart decisions to secure their financial well being and that of their families and associates.  By taking the client through the careful process of identifying and prioritizing their goals and objectives, Mot is able to help them achieve their goals and objectives regardless of what challenges may rise up to meet them.

Having sat on the other side of the desk for many years, in a family-owned business, Mot has a very interesting and valuable perspective on the importance of planning and the essence of its timing.  By nature the entrepreneurial business owner or the busy professional often puts the well being of themselves, their families and associates at risk by not taking the time to plan.  Take Mot Wood's call when it comes, and agree to spend a few minutes to discuss your goals and see if your financial well being is secure!

 

 

My Mission

As a Northwestern Mutual Representative, my mission is to reflect the trust, honesty and integrity that are inherent in the Network. I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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