Neil T Effer, CLU®

Financial Advisor

Welcome!

Neil and his team provide a life-long financial road map for clients and their families that helps provide peace of mind and allows them to focus on what’s most important in life. His compassion combined with his tenacity for doing what’s right, leads him to provide a customized plan tailored specifically to each client. With all types of clients across Tampa Bay, Neil specializes in working with physicians, busy executives and business owners.

How Can I Help You?
"It is my philosophy that everyone needs a financial plan! I take my work very seriously because I know that often times, without my help many of my clients would potentially neglect their financial planning and yet it is such a critial and necessary part of life. I want all of my clients to find peace of mind when it comes to enjoying the various stages in life whether that be getting married, starting family, paying for college or enjoying the retirment they always dreamed of. I'm blessed to meet and work with many wonderful people. Please take a few minutes to watch this video to learn 5 ways to make your money work for you. Then, contact me to discuss how I can help you reach your financial peace of mind!"

 

 

Neil Effer 

 

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.

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

 

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