Testimonials

"My wife and I knew we needed to be doing something with our money, but we didn’t know where to begin and were overwhelmed with all of our options. I can’t begin to explain how relieved we felt after meeting with Phil and how great it is to be able to trust someone to help us plan for our future. We’ve had a lot of big changes over the past couple of years, and Phil has put our minds at ease, explaining to us all of our options and helping us come up with the best plan for our future."  - Ryan R.

 

"Phil and Northwestern Mutual do a great job... we may not be the largest client, but Phil has put our minds at ease even during uncertain times. This is an often overlooked, but invaluable benefit to having a plan. If you don't have a plan... get one... if you don't have a planner, look no further. Thanks Phil!!!" - Scott W.

 

"Phil is an incredible financial advisor for many reasons. A thorough and conscientious partner, he works hard to gather every bit of pertinent information with regard to current situations and future goals prior to making any recommendations. He's very personable and easy going, takes time to address all questions and concerns, and is exceptionally good at explaining elaborate financial plans in terms that anyone can understand. I have the utmost confidence in his abilities and am looking forward to a continued relationship for years to come." - Rebecca W.

 

"Phil has been my wealth management advisor for over two years, and he has truly helped my wife and I find financial comfort. He was quickly able to gain an understanding of our needs and provided a wide option of solutions that addressed our concerns. He was able to explain these options to us in a manner in which we both grasped and understood. Phil provides diligent focus and follows-up quickly and appropriately. He showed genuine concern for our well-being and demonstrates character and integrity. What truly sets him apart is the passion he brings to both his work and his life. Phil is enjoyable to work with, and I highly recommend him to anyone whose goal is to develop a long-term plan that is actionable and provides financial security." - Danny W.

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Phil Adra, CFP®, CPA, CLU®, CLTC®
Wealth Management Advisor


Four Corners Wealth Management

 

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