www.opticitywealth.com
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Submitted URL: http://johniezzi.com/
Effective URL: https://www.opticitywealth.com/
Submission: On September 19 via api from US — Scanned from CA
Effective URL: https://www.opticitywealth.com/
Submission: On September 19 via api from US — Scanned from CA
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Skip to main content (804) 762-7018Client Login * Home * Who We Are Our TeamAbout OpticityCommunity InvolvementStrategic Alliances * What We Do Our ProcessOur Services * News and Press * Resources CalculatorsArticlesMarket Commentary * Contact * Client Center * (804) 762-7018Client Login HELPING BUSINESS OWNERS AND INDIVIDUALS SIMPLIFY THEIR COMPLEX FINANCIAL LIVES WHY US? When planning for the future, you need to take greater control of your financial life. Our team helps clients identify the strategies and tactics needed to help them achieve their goals. After developing a results-oriented plan, we measure your progress, ensuring you remain on the right path. *Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation. OUR TEAM IS AWARD WINNING John Iezzi has been recognized by Forbes as a Best-In-State wealth advisor (2022) and a top financial security professional (2021, 2023). Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 data. Forbes Best-in-State Wealth Advisors list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. LET'S CONNECT Please fill out the form below and we will be in touch soon. Enter your Full Name * Enter your Phone Number * Enter your Email * Message Leave this empty: Submit Thank you for your submission! OUR LOCATION * 3901 Westerre Pkwy #300 Richmond, VA 23233 * Primary (804) 762-7018 TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services. Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton use Opticity Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual. Opticity Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. William Curtis Hodges, John A Iezzi and Maben Bridgforth Hite are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton are Insurance Agents of NM. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton are primarily licensed in VA and may be licensed in other states. William Curtis Hodges CA License: 4320958 John A Iezzi AR License: 1680520 CA License: 0D42757 NPN: 1680520 Legal NoticePrivacy NoticesThird Party LinksDo Not Sell or Share My Personal Information Jump to top of page