Paul R Zurlinden, CLU®, ChFC®, CFP®

Wealth Management Advisor

Individuals, Banks, Businesses and Institutions

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.

Paul Zurlinden strives to make the complex simple, so clients and prospects can make a choice, take action and move forward. When people are confused, Paul can offer a sense of direction. Each decision clients and prospects make has a significant impact on their future financial circumstances. Paul helps individuals, banks, businesses and institutions create good financial blueprints that lay out what is needed for them to achieve their goals.

When it’s a matter of planning for the future, realizing the need to take greater financial control is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As a financial services professional, Paul's job is to make recommendations and ask people to take action. He will listen, clarify and help clients and prospects prioritize their goals and aspirations before developing a financial strategy designed to help them achieve their vision for the future.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more

 

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