Natalia Margolis

Financial Advisor

Testimonials

Financial planning becomes very important but also very confusing for a new professional business owner. You got offers from multifple firms and advisors but who to trust? Natalia took the time to know me listen to my special needs and was able to design a realistic plan with options. She is smart, effective, reliable and personable! She has everything to make your future a success.

-Philippe Roof

Veterinarian, Pet Medical Center Boca


When I met Natalia, I was only a few years out of college with big dreams to make it in my new found healthcare career and a huge fear around finances and planning for the future.  Insurance, stocks, bonds, mutual funds were all terms I knew a little bit about and just enough to totally intimidate me about all that I did not know about planning for my future.

Natalia reassured me and helped me to put multiple options in place – both for my short term goals (which have changed over time) and my long term goals to retire at a “normal” age with sufficient financial stability to enjoy my retirement years.

When I was diagnosed with breast cancer at the age of 35… a mere 10 years or so after meeting Natalia… my brain and my body were overwhelmed.  As I began to organize and prioritize what I needed to do to care of myself mentally and physically during this time, one of my first phone calls was to Natalia.  I called her and asked “have I done all I should have done to prepare myself for something like this… at least from a financial standpoint?”  Her caring and compassion brought me comfort, but her words of reassurance that I had put financial planning in place to protect myself and my assets from a life event like this brought me mental relief that cannot be measured. 

I never imagined that I would be undergoing treatment for cancer in my mid-30’s, but I am thankful and appreciative that I met Natalia when I did, that we connected, that she helped me to understand financial planning in a way that made sense to me and that I trusted.  Having certain insurance plans and security in place, especially during my cancer treatment, allowed me to better focus on what was important in my life – taking care of my physical, mental, and emotional well-being, to beat cancer, to get back on track in my career and continue to experience life!

Thank you Natalia for your support, your compassion, your understanding and your guidance to help me accomplish my goals and dreams

-Heather Clay

Chief Strategy Officer, NWM Client

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

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