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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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