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

Financial Representative

Pat Marget is a 20-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®

 

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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