Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended.

That is where David Poznanski comes in. David Poznanski takes the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship established with you enables him to provide you with the guidance you need to make the right choices. When making the most important decisions of your life, it is helpful to have a financial professional like David Poznanski to work with you.

A Children's Guide to Handling Money Wisely
David Poznanski would like to introduce you to a website sponsored by Northwestern Mutual that is designed for a very important group of people in our lives, our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future! Click The Children's Guide to visit the site.

Articles and Areas of Interest

My Mission

To help families, individuals and businesses achieve personal and professional long term financial security through the use of insurance, investment products and strategic relationships and a thorough understanding of their goals and intentions.

David Joseph Poznanski, CLU®

Financial Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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