Gregory Steven Gertz

Financial Advisor

My Mission

Greg Gertz's mission is to help his clients articulate what they value most and inspire them to make financial decisions in alignment with those values.

When Greg meets with you, he will take you through a process designed to help you dream courageously about what you want to accomplish personally, professionally and financially. Typically, the discussion includes your wealth accumulation solutions for retirement, your investment solutions, insurance needs, estate analysis and education funding. Greg will offer you solutions to help bridge the gap between your current financial reality and your intentions.

When you become a client, Greg Gertz and his team will monitor your progress to make sure that you are on track for accomplishing your goals. The reasons people fail financially or otherwise are procrastination, lack of vision, and lack of preparation.

Greg Gertz strives to prepare his clients for the best and worst scenarios and create a long-term relationship based on quality service and integrity.


In The News

Greg, his family, and colleagues at Northwestern Mutual – Chicago in Deerfield were proud to be part of the first annual Hoops For Hope Fundraiser. Joining with John Karzen Basketball, together we have raised more than $10,000 for our Childhood Cancer Program and our non-profit partner, Alex's Lemonade Stand Foundation. Read more in this Chicago Tribune story.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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