Jonathan Ramsey, CLU®Financial Representative |
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Office: 704-365-2014 6235 Morrison Blvd Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Over a lifetime, most people will experience many different financial needs and circumstances. With the wide array of insurance and investment services available today, it can be very confusing even to the most sophisticated of financial professionals.
I utilize a simple, conceptual needs-analysis process to help my clients understand the various insurance options available and help them build a personalized solution to fit their individual needs to help minimize the financial impact of life's unexpected tragedies. With a strong financial foundation in place, our relationship will progress into exploring investment and retirement opportunities as well as establishing funding solutions for your children's education. I specialize in helping busy professionals in the Charlotte banking industry structure their personal financial solutions in the most efficient manner. Please feel free to call or email me for assistance with your insurance and personal needs.Spotlight on Community ServiceSamaritan's FeetI believe that we have a responsibility to the community in which we live and work, to make it a better place, to make a difference. I have always tried to give back to the Charlotte community as many of my clients do as well.As a board member for Samaritan's Feet, I am proud to help provide relief to hurting people displaced due to poverty, ravaged wars, and religious persecution. Learn more about this worthwhile organization. My MissionAs a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.
Northwestern MutualWe 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. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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