Alfred Schor

Financial Advisor

Welcome from Al Schor's team:

Helping Clients Live Lives Free of Financial Stress

Meet The Team

Powered by the mantra -- to help clients build lives free of financial stress -- Al and his team work with professionals across a number of industries to design highly-individualized comprehensive financial plans that are ideal for both them and their families.

These integrated plans are developed with wealth management top of mind, and come well-equipped with estate planning, tax-efficient strategies, retirement planning and finally risk-mitigation.

In addition, Al and the team believe that their clients should be active participants in the strategic process. And, ultimately should walk away feeling more focused and confident in their financial futures. This is why, besides just helping their clients build comprehensive financial plans, they also educate their clients on the financial industry along with best practices in regards to wealth management.

If you are interested in learning more about how Al can help you and your family build financial plans and realize your vision for your future, please don’t hesitate to reach out.

Get In Touch
 

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 to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.