Gregory Gertz

Financial Representative
Gregory Gertz

Office: 847-291-5000

650 Dundee Rd Ste 450
Northbrook, IL 60062-2700

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Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

Greg Gertz will help you prepare for the best and worst scenarios. The relationship Greg establishes with you enables him to provide you with the guidance you need to make the right choices. Greg will provide the guidance to help you when making the most important decisions of your life.

 

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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.

 

 

 

 

 


Northwestern Mutual

We 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.