www.northwesternmutual.com Open in urlscan Pro
2600:9000:2511:5a00:f:ad9:ce00:93a1  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content

UTILITY NAVIGATION

 * Log in


Let's connect


BRUCE M MOZINSKI


WEALTH MANAGEMENT ADVISOR|CFP®, CLU®, RICP®, CASL®

508-251-7223

45 Braintree Hill Park Ste 204, Braintree, MA 02184

Follow:


HomeAbout MeMy TeamPlanningProducts & ServicesResources


With over 75 years of experience working with investments, insurance and
planning, as well as almost a dozen advanced designations between us, my team
and I are uniquely qualified to assist clients in all three phases of retirement
planning: 1) approaching retirement 2) transitioning into retirement 3) living
in retirement.

During the approach phase, we help our clients focus on effective accumulation
of assets and protection of income sources. Transitioning into retirement
creates tremendous anxiety for most people. As they prepare to leave their work
behind, we provide guidance through the important decisions regarding Social
Security, pensions, alignment of resources, and portfolio allocation changes
that will help provide income for the rest of their lives. Finally, living in
retirement, is when we address the six big risks of retirement planning:
longevity, market risk, inflation & taxes, health care, long-term care, and
legacy.

While the complexities of this type of planning can seem like a daunting task,
our job is to help our clients focus on what matters most...their true
values...and help them align all of their resources with those values. By taking
a step back to gain true understanding, we achieve the clarity needed to make
good decisions, implement sound strategies, and instill confidence in our
clients that what they are doing will take them where they want to go.

Our clients have found that our combination of education, experience, and
resources allows them to comfortably navigate the changes life has in store, and
as the unexpected occurs, they know they have a partner that is aligned with
their values and will help them address their concerns.




BOOST YOUR FINANCIAL KNOWLEDGE.



article




YOUR 2024 END-OF-YEAR FINANCIAL MOVES IN RETIREMENT

Learn more

article




WHAT IS FINAL EXPENSE INSURANCE?

Learn more

article




HOW TO CHOOSE A WEALTH MANAGER

Learn more


THE NORTHWESTERN MUTUAL DIFFERENCE




NO. 1



Best life insurance company for consumer experience, 2023. (NerdWallet)1




TOP 5



We're one of the Top U.S. Independent Investment Broker-Dealers.2




$8.2B



In dividends expected to be paid in 2025.3




A++



AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded
to life insurers from all four major rating agencies.4




BRUCE M MOZINSKI, WEALTH MANAGEMENT ADVISOR - BRAINTREE, MA 02184 FOOTER


READY TO WORK TOGETHER?


Let's connect

Back to top


BRUCE M MOZINSKI


WEALTH MANAGEMENT ADVISOR


CFP®, CLU®, RICP®, CASL®

Let's connect


 * HOME

 * ABOUT ME

 * MY TEAM

 * PLANNING

 * PRODUCTS & SERVICES

 * RESOURCES

 * CONTACT ME

 * Client log in

508-251-7223

45 Braintree Hill Park Ste 204, Braintree, MA 02184



Download our app for fast, easy, and secure access to your accounts and
more—anytime, anywhere.

 * 
 * 



To learn more about our products and services, visit NorthwesternMutual.com.

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.

Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party
Links|Do Not Sell or Share My Personal Information

Apple and the Apple logo are trademarks of Apple Inc

Google Play and the Google Play logo are trademarks of Google, Inc

1©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022
revenue. Sources: Financial Advisor and InvestmentNews, May 2023, Financial
Planning, May 2023.

3Dividends are reviewed annually and are not guaranteed. Some policies may not
receive dividends in a particular year or years even while other policies
receive dividends. For universal life products, in lieu of dividends, experience
is reflected through changes to nonguaranteed charges and credits.

4Northwestern Mutual continues to have the highest financial strength ratings
awarded to any U.S. life insurer by all four of the major rating agencies: A.M.
Best Company, A++ (highest), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's
Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second
highest), 5/23. Third-party ratings are subject to change. Ratings are for The
Northwestern Mutual Life Insurance Company and Northwestern Long Term Care
Insurance Company.

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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company (NM) (life and disability Insurance, annuities, and life
insurance with long-term care benefits) and its subsidiaries, including
Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance),
Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage
services), a registered investment adviser, broker-dealer, and member of FINRA
and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment
advisory and trust services), a federal savings bank. NM and its subsidiaries
are in Milwaukee, WI.

Bruce M Mozinski is an Insurance Agent of NM. Bruce M Mozinski is an Agent of
NLTC. Investment brokerage services provided by Bruce M Mozinski as a Registered
Representative of NMIS. Investment advisory services provided by Bruce M
Mozinski as an Advisor of NMWMC.

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.

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.

Bruce M Mozinski is primarily licensed in MA and may be licensed in other
states.

Bruce M Mozinski AR License: 2088861 CA License: 0H64988

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The
American College of Financial Services.



NOTICE, CONSENT AND RIGHT TO OPT OUT

We use cookies on our site to enhance navigation, analyze user behavior,
personalize features, and place our ads. You may accept or opt out of marketing
cookies that share information for our advertising purposes. By using our
website, you consent to collection and use of cookies to enhance navigation,
analyze user behavior, and personalize features. For more information about how
we use cookies, please read ourOnline Privacy Statement

Opt Out Accept Cookies


Your Opt Out Preference Signal is Honored


NOTICE, CONSENT, & RIGHT TO OPT OUT

When you visit our website, we store cookies on your browser to collect or
retrieve information. We may use Marketing Cookies to share information with
third parties to place our ads on other websites and social media. When used,
you'll have the option to opt out below. If you don't see that option, it means
this website does not use Marketing Cookies. We also use other types of cookies
on the website to enhance navigation, analyze user behavior, and personalize
features(e.g., Strictly Necessary, Performance and Functional). While you cannot
opt out below, you may disable Performance or Functional cookies through your
browser settings or plugins. However, this will impact your experience on the
website and the services we can offer to you online. IMPORTANT: Your choice to
opt out only applies to this website and the browser you are currently using. It
does not apply to different browsers or websites. If you visit this website
using a different browser, or visit another website, you will need to exercise
your choice again. For more information about our online privacy practices, read
our
Online Privacy Statement


COOKIES SETTINGS

MARKETING COOKIES

Marketing Cookies

Marketing cookies may be set through our website by our advertising partners.
They enable us to show you personalized ads elsewhere online and to understand
the effectiveness of our marketing efforts (e.g., whether you viewed or clicked
on one of our ads). The information stored in these cookies uniquely identifies
your browser or internet device. If you opt-out of these cookies, we will not be
able to offer you personalized ads. If you have enabled the Global Privacy
Control signal, we will take that signal as a valid request to opt out of
Marketing cookies

 * TARGETING COOKIES
   
   Switch Label label
   
   Targeting cookies may be set through our site by our advertising partners.
   They may be used by those companies to build a profile of your interests and
   show you relevant ads on other sites. They do not store information that
   directly identifies you, but are based on uniquely identifying your browser
   and internet device. If you do not allow these cookies, you will experience
   less targeted advertising.

STRICTLY NECESSARY, PERFORMANCE AND FUNCTIONAL COOKIES

Always Active

 * STRICTLY NECESSARY
   
   Always Active
   
   Strictly necessary cookies are necessary for the website to function and
   cannot be switched off in our systems. They are usually only set in response
   to actions made by you which amount to a request for services, such as
   setting your privacy preferences, logging in, or filling in forms. We also
   use these cookies to keep our website safe and secure. These cookies do not
   store information that directly identifies you. You can set your browser to
   block or alert you about these cookies, but some parts of the website will
   not function properly.

 * PERFORMANCE COOKIES
   
   Always Active
   
   Performance cookies allow us to count visits and traffic sources so we can
   measure and improve the performance of our site. They help us to know which
   pages are the most and least popular and see how visitors move around the
   site. These cookies generally collect aggregated information tied to a user's
   web session. If you do not allow these cookies we will not know when you have
   visited our site, and will not be able to monitor its performance.

 * FUNCTIONAL COOKIES
   
   Always Active
   
   Functional cookies enable the website to provide enhanced functionality and
   personalization, improved online experience, and features you have requested.
   They may be set by us or by service providers whose services we have added to
   our pages. If you do not allow these cookies, some or all of these services
   may not function properly.

Back Button


COOKIE LIST



Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Confirm