About the Business
Prescient Financial Solutions, a Northwestern Mutual company, is committed to helping pre-retirement individuals, business owners, and corporate executives make the most of their wealth. Our team works to provide comprehensive financial engineering that enables our clients to maximize the accumulation, distribution, and succession of their wealth. We are dedicated to precision and take a proactive approach to continually refine our plans for optimized results.
Our team provides expertise in a range of financial services, from investment management to estate planning. We strive to bring peace of mind and financial security to our clients, and we place a high value on customer service and satisfaction. With our vast experience and attention to detail, we are confident that we can help our clients build a secure future for themselves and their families.
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- As a Wealth Management Advisor and Estate and Business Planning Specialist with the Northwestern Mutual Wealth Management Company, Jerry David specializes in wealth accumulation strategies, comprehensive retirement planning and estate planning to help people optimize the accumulation, protection, distribution and succession of their personal and business related wealth..
- (414) 203-6016
- 330 E Kilbourn Ave Ste 1275, Milwaukee, WI 53202
- Visit Website
Opening Time
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Mon
8:00 AM - 4:30 PM
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Tue
8:00 AM - 4:30 PM
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Wed
8:00 AM - 4:30 PM
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Thu
8:00 AM - 4:30 PM
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Fri
8:00 AM - 4:30 PM
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Sat
Closed
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Sun
Closed