James D Chesney, CLU®, ChFC®

Financial Representative

My Mission

 

 

Northwestern Mutual Financial Network

Jim Chesney can provide you with access to a nationwide network of representatives, advisors and specialists, people who have invested their time and developed their talents to become experts, and they have the knowledge that comes only from experience.

What's paramount is to have a flexible approach with complementary solutions. Jim Chesney strives to call on the full capabilities of the Northwestern Mutual Financial Network, providing his clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

In the News

Northwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy. Play video

Northwestern Mutual Is "America's Most Admired" for an Unprecedented 25th Year
Only Company to Top Its Industry Every Year It Has Ranked on the FORTUNE Survey.

Featured Articles 

Jim Chesney is pleased to offer access to a number of articles about life insurance, disability income insurance, and investment strategies for your review. 

 

 

Jim Chesney - The San Diego Group Disability Insurance Specialist

I understand that long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Setting and accomplishing financial goals is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.

As a Northwestern Mutual Financial Representative, I have the knowledge and expertise to help you discover your core values and integrate them into your goal setting process. To develop your financial goals, I will discover your vision for the future, your mission in life and your personal financial philosophy.

I will do this by taking the time to get to know you and your family. In this way, I put you—not your wealth—at the center of the process.

My philosophy for working with clients focuses on following an ethical conduct code.  I promise clients that I will make every conscientious effort to provide the same quality service that I would want for myself.

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

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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