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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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