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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

10 Questions to Ask Your Home Inspector

Getting ready to make an offer on a house? Don’t forget to include a home-inspection contingency in your agreement of sale. Here are a few questions to ask your home inspector.

 

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