Northwestern Mutual- GROW Wealth Partners

In Phoenix, a village on the Oswego River in Oswego County, Northwestern Mutual- GROW Wealth Partners is a financial planning practice. Its mission is to build financial security one generation at a time, and it takes total responsibility for its clients’ financial security planning. Phoenix is a short drive from both Syracuse and the city of Oswego.

Services include estate planning, life insurance, financial advising and asset management, which the team calls the engine of its success. It prepares detailed, individualized plans based on in-depth fact finding and keeps in contact with each client at a frequency that suits them. Clients are treated as partners.

What to Know

• The mission is to build financial security one generation at a time.
• Estate planning, life insurance and financial advising are among the services.
• Plans are individualized and based on in-depth fact finding.
• Contact with clients is tailored to the frequency each one prefers.
• It is a member of the Greater Liverpool Chamber of Commerce.