Description: Michael J. Mullarney is a financial advisor for Northwestern Mutual
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About Me Professional Areas of Expertise My Team Staff Network of Specialists Planning Concierge Planning Team Financial Planning Fee-Based Financial Planning Insurance Traditional Life Insurance Services Trust Services Client Center // Welcome Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan that aligns with their unique vision, values, and goals. He works with his client
Our range of clients is from young, growing entrepreneurs with “start-ups”, or Private Equity participants, to mature families with substantial assets that are looking to protect younger generations against transfer tax erosion. We specialize in the design and packaging of large life insurance portfolios to facilitate wealth transfer. In some cases, we work with the Concierge Planning Group in the Home Office of Northwestern Mutual, a dedicated team of experts from across the company providing in-depth case
Mike also has extensive experience in the area of premium financing, which can help his clients fund the most cost-effective strategy identified within their estate plan. Mike is also a frequent lecturer on estate and trust topics. He has been a featured speaker at numerous industry events and in-house seminars. Mike is also a member of the Estate Planning Council of New York City and of New York State Society of Financial Professionals.