February 2025
Run, don’t walk away. $1500 for a generic plan. Charged a monthly fee to remind me. They’re trying to sell you insurance. Please do your research before signing any contracts. There are TONS of Reddit articles about it.
December 2022
Don't really listen, just want to push their products to get their portfolio big enough to get to bigger fish. If you are an average person you will get treated like dirt.
November 2022
Very thankful for Northwestern's sound advice; for being a financial beacon. Specifically grateful for Patrick Ireland and his team. Patrick, Theo & team, keep up the wonderful work.
