Professional

Mission Statement

My mission as a Wealth Management Advisor is to listen to and understand my clients' financial goals.

I accomplish this through a thorough client interview, reviewing their current financial situtation and then working with them to develop a holostic, comprehensive financial plan that will then act as a road map to help ensure the achievement of their financial goals.

As a member of my clients financial plan, I regularly meet with them to update their plan to uncover any changes that may warrent a change in our approach.

I am committed to continuing education to bring to my clients cutting-edge solutions that will apply at each stage of their lives.

Years of Experience

Representing Northwestern Mutual since 1988.

Education

Degree Major Institution
Bachelor of Science Accounting University of Bridgeport
MBA University of Bridgeport

Daniel J Orlovsky, ChFC®, RICP®, CLU®, AEP®

Financial Representative

 

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