John S Battaglia, CLU®, ChFC®, CFP®

Financial Advisor

Northwestern Mutual Financial Network News

Northwestern Mutual achieved the longest record at number one in any industry in the history of FORTUNE® America’s Most Admired Companies ranking, leading the life insurance industry for 25 years until the survey was retired in 2009. 

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Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

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My Mission

It is John Battaglia's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel John provides to clients.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, John Battaglia will do his best to help you protect and provide for those people you care about most.

John will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.

Plan Now for Your Future

For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals of financial security and continued growth. To help clients achieve their objectives, John Battaglia works to serve as a friend and an advocate.

Life’s complexities leave little room for "standard" approaches, so John uses a four-step approach in working with his clients:

1) Discovery: The first phase begins by clearly thinking about the problem.  This is where clarity is achieved and financial gaps are identified.

2) Creative Solution: Think clearly about the solutions and make decisions regarding the financial gaps.

3) Solution Development: Implement the solution to help achieve the desired result.

4) Result: In the final phase, establish a schedule to review and manage the implemented results.

Working in the best interests of his clients is John's business, and he takes this role very seriously. Whether you are planning for your own financial needs or those of your family or your business, John Battaglia can help you find the right answers.

Contact John today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from John Battaglia.

Social Security Webcast Replay – View Now

Learn to navigate your options and make informed decisions based on your unique circumstances in this free 30-minute webcast, Maximizing Social Security: How and When to Claim Your Benefit.

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The Driving Factors That Could Make the Markets Move

This month’s podcast  what will make the markets move and possibly when. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

What Can You Expect When Working with Me

Watch this short video to discover how my unique approach to financial planning may benefit you.

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