Natalia Margolis

Financial Representative

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 2014-2018

Natalia Margolis has qualified for Million Dollar Round Table since 2014. MDRT is the premier association of Financial Professionals.


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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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