Testimonials

"I have known Alex his whole life and admire him as a person of high integrity. Alex and his team have exhibited great care and professionalism in supporting the needs of our Foundation. For more than a decade we have benefited from the strategic thinking and brainstorming provided us. The results orientation of the Foundation is shared by Alex and his colleagues, and we remain in their debt."

Bernard Osher, Founder & Treasurer
The Bernard Osher Foundation
Northwestern Mutual Client

 

"I have been a NM customer for over thirty years, and the past several years I have had the pleasure to work with Financial Planners Will Richardson and Alex Rosenblatt. NM handles all my investment needs: retirement accounts, long term care, life insurance, annuities, and a brokerage account. Alex takes a genuine interest in his clients' lives and, for me, this has resulted in learning about NM products I would never have discovered on my own. Alex's friendliness not only makes him a delight to work with, but also makes me comfortable asking any question or raising any concern I might have. Not only does Alex respond, promptly, to my questions or concerns, but he is proactive. I receive occasional emails, an annual in-person meeting, and occasional telephone calls just to check in. Alex works with a team of assistants and each team member I have interacted with has been pleasant, respectful, and responsive. Alex's team works together efficiently so setting up meetings or calls, getting documents filled out and submitted, or receiving funds, etc. is seamless."

Lynn McLean Pasco
Northwestern Mutual Client

 

"I've known and worked with Alex for many years and always find him to be truthful, thoughtful and well-informed. Most importantly, Alex keeps our family's overall interests as his top priority."

Jack McDonald
FinTech Executive
Northwestern Mutual 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.

Alex M. Rosenblatt, CLTC®

Wealth Management Advisor

 

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