Client Relations Coordinator at Northwestern Mutual - Purcell Financial - Cincinnati, OH, US
We are a married couple who serves married couples! Our Mission: We are committed to using the strengths God gave us to serve families of various backgrounds by empowering them to create positive change in their lives through smart money habits. We believe people who have achieved financial security are able to experience the life they were designed to live. Team Values: Transparent recommendations you can trust (We would give the same advice to our mom.) Enjoyable planning experience without pressure (Yes, financial planning can be fun!) Meaningful relationships for the long haul (We are not into just dating.) Custom financial plans that provide peace of mind (Think of us…as the GPS for your goals, unlike your last family road trip where Dad refused to ask for directions.)