Natalia Margolis

Financial Advisor

My Mission

As a Northwestern Mutual Financial Advisor, I look first to understand your vision for the future. It says a lot about you. Like you, your vision is unique and so is my approach to helping you shape it and attain it.

Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.

Natalia Margolis
Financial Advisor


Natalia Margolis Qualified for MDRT 2014-2017

Natalia Margolis qualified for Million Dollar Round Table 2014, 2015, 2016 and 2017. MDRT is the premier association of Financial Professionals. This is the first time in her career that she has qualified for MDRT.


The Road to Financial Security

Natalia Margolis realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

Natalia Margolis acknowledges and appreciates that no two clients are alike, so her first priority always is a conversation. Natalia's goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, she continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.

Learn more about Natalia Margolis and her team and how they can serve you.


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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