Pat Marget is a 15 year veteran with Northwestern Mutual. Leveraging his experience and expertise, Pat’s specialties include Bank-owned life insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

My Mission

“My mission is to develop and maintain long-term relationships built on high integrity, best-of-class service, and continued guidance to fully understand my client’s vision and dreams so that I may provide relevant solutions for both their personal and business financial needs.”

 Patrick J. Marget, J.D., CPA, CFP® CLU®

 

Patrick J Marget, J.D., CPA, CFP®, CLU®

Director of Estate & Business Planning

Good News for Our Clients

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

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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