James Munder
Wealth Management Advisor


Munder Financial

Our VISION

We strive to serve as a reputable firm for honest and knowledge-based financial planning. Our commitment is to provide informed, innovative and tax-strategic financial solutions. We spend the time needed to educate our clients and ensure financial goals are identified and understood. Those we serve have a clear vision of their path and view us as their guide on the road to stability, security and optimism.
 

Our MISSION

Our mission is to transform our client's financial hopes and goals into an optimistic reality. As your partner in planning, we pledge to listen to, and truly hear, your needs and wants for your future.

We ADVOCATE for the needs and desires of our clients on an individual basis. Whether you are concerned for your own financial needs, those of your family, or your business, we are here to help you establish goals and implement a comprehensive plan for financial security.

STABILITY, SECURITY, OPTIMISM

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.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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