George O Eisenberg

Contact

George O Eisenberg Ed.D, CLU®, ChFC®
Wealth Management Advisor

55 William St Ste 100
Wellesley, MA 02481-4003

Phone: 781-431-4735

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Plan Now for Your Future

 

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
 
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.
 
As your Wealth Management Advisor, George O. Eisenberg will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
 
Let George O. Eisenberg help you ensure your financial future is all you want it to be.
 
Experience in Special Needs Planning

George O. Eisenberg, Wealth Management Advisor, is passionate about providing financial services for families of individuals with special needs.  George understands that families with special needs are faced with unique concerns and challenges regarding the life-long care of their loved ones.  Utilizing the  Northwestern Mutual 5-Step Special Needs Planning Process, George is dedicated to working with you to identify your goals for yourself, your family, and your loved one with special needs and educating you on your options to help you achieve a lifetime of financial security.
 
To learn more about the Northwestern Mutual 5-Step Special Needs Planning Process and how  you can take your first step toward securing a future of financial security for your family, give George a call and he would be happy to discuss the process.
 
Upcoming Special Steps Program seminars that George O. Eisenberg will be hosting in Massachusetts include:
 
·         February 15, 2009:   Seminar for the Woburn, MA Special Education Parent Advisory Committee
·         February 26, 2009: Seminar for the Foxboro, MA  Parent Advisory Committee         
·         May 5, 2009:   Seminar for the Stoughton, MA  Special Education Parent Advisory Committee
·         May 12, 2009:  Seminar for the Somerville, MA  Special Education Parent Advisory Committee

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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