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MICHAEL A OLIVERIO II, MBA


FINANCIAL ADVISOR

1053 Maple Dr Ste 200
Morgantown, WV 26505
 * Office 304-292-3339
 * Mobile 304-319-3339


Contact Me
 
 * Home
 * Who We Are
   * Personal
   * My Team
   * About Northwestern Mutual
   * About Me
     * Professional
     * Areas of Expertise
     
 * Planning Services
   * Our Planning Process
   * Financial Planning
   * Retirement Planning
   * Education Funding
   * Estate Planning
   * Business Planning
   * Business Planning
     * Employee Benefits
     * Executive Benefits
 * Insurance
   * Life Insurance
   * Disability Income Insurance
   * Long-Term Care
   * Life Insurance
     * Permanent
     * Term
 * Investments
 * Resources
   * Articles
   * Calculators
   * Market & Economic Commentary
   * Advanced Planning Library
   * News
 * Client Center

 


MICHAEL A OLIVERIO II, MBA


FINANCIAL ADVISOR

1053 Maple Dr Ste 200
Morgantown, WV 26505
 * Office 304-292-3339
 * Mobile 304-319-3339


Contact Me
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HELPING CREATE YOUR FINANCIAL PLAN

Each of us has a different vision of what it means to be financially secure, and
your vision is likely to change throughout your lifetime – when you begin your
career, start a family, educate your children and enter retirement.  I can help
you create a personalized financial plan that has a firm foundation in your
beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan;
you also have to take action on your plan, and evaluate and adjust it over
time.  Together, we’ll create a timeline to help protect you and your family
now, and execute the steps necessary to respond to whatever life brings.


THE NORTHWESTERN MUTUAL DIFFERENCE



We make plans for people, not just money. So no matter your goals, we have
access to top rated products and services to help you meet each one.

 * Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
 * AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer
   from all four major rating agencies2
 * Top 10 U.S. Independent Investment Broker-Dealers3

1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August
2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global
Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to
change. Ratings are for The Northwestern Mutual Life Insurance Company and
Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment
Services, LLC. Sources: Financial Advisor magazine and Investment News, April
2021.




SOMEDAY STARTS TODAY

Go for the things that are too important to wait for. Learn more.


WHY NOW MAY BE A GOOD TIME TO CONSIDER A ROTH CONVERSION

A Roth conversion can be a silver lining of a market decline. Read more here.


SMART MONEY MOVES FOR RISING INTEREST RATES

This could be a great time to assess your personal finances. Read more here.


ACCOUNT ACCESS


CALCULATORS

 * Which is better: cash or payments?
 * How much difference will the rate make?
 * What is the value of higher education?
 * Should I pay off debt or invest in savings?


ADVANCED PLANNING
LIBRARY

 

Check the background of this investment professional

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|Disclosure

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.

© 2022 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.

Michael Angelo Oliverio II is an Insurance Agent of NM and NLTC. Investment
brokerage services provided as a Registered Representative of NMIS. Investment
advisory services provided 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.

Michael Angelo Oliverio II is primarily licensed in WV and may be licensed in
other states.