JoAnn D Murtha, CLU®, MBA, ChFC®, RICP®

Financial Advisor

 


You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings. Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

 


TheMint.org is a tool for parents and teenagers to learn important money matters in a fun, interesting way. I encourage you to take a few moments with your teenager to explore the resources this site offers.

TheMint.org


 

My Mission

As a Financial Representative with Northwestern Mutual, Jo Ann Murtha is committed to helping her clients plan for their financial future by developing a strong enduring relationship built on mutual trust and needs-based analysis. Jo Ann uses her banking and financial background to bring a value-added approach and provide impactful solutions to her clients. As a result, her clients measure their success through an improvement in their quality of life as well as confidence in knowing that plans are in place to help protect the financial needs and assets of loved ones.

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.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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