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Submitted URL: http://www.sozowealthmgmt.com/
Effective URL: https://www.sozowealth.com/
Submission Tags: @phish_report
Submission: On September 28 via api from FI — Scanned from FI
Effective URL: https://www.sozowealth.com/
Submission Tags: @phish_report
Submission: On September 28 via api from FI — Scanned from FI
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Skip to main content Connect with Sozo Private Wealth & Insurance Services * Email (770) 246-8472Client Login * Home * Our Team LocalInvestments * Services * Our Process * Resources Sozo InsightsMarket & Economic CommentaryArticlesAbout NM * Contact Us * Client Center * Email (770) 246-8472Client Login Connect with Sozo Private Wealth & Insurance Services * ENABLING FAMILIES TO DREAM, DEFINE AND EXPERIENCE LIFE ON PURPOSE We manage the process to enable the client to experience financial success. We take success from John Wooden who said, "success is peace of mind as a direct result of self-satisfaction knowing you did everything you could to be the best you are capable of becoming." Let's Get Started > The entire team responds quickly and without judgment to every question or > request. They have a wonderful calmness about them and make me feel more like > a friend than a client! > > Mike H., Retired | Client The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success. WE'RE TOP RANKED BY FORBES Justin Neal has been recognized as a Best-In-State wealth advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you. -------------------------------------------------------------------------------- Forbes "Best-in-State Wealth Advisors" list (April 2024), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. 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. CONTACT US 5445 Triangle Parkway, Suite 325 Peachtree Corners, GA 30095 Office (770) 246-8472 Email 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. Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Kyle Brady, Sawyer C Green, Jeremy Ryan McGrath, Jonathan Barrett Rhodes, Laura Marie Swafford and Kyle Wilson use Sozo Private Wealth & Insurance Services as a marketing name for doing business as representatives of Northwestern Mutual. Sozo Private Wealth & Insurance Services 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. Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Kyle Brady, Sawyer C Green, Jeremy Ryan McGrath, Jonathan Barrett Rhodes, Laura Marie Swafford and Kyle Wilson provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Jeremy Ryan McGrath, Jonathan Barrett Rhodes and Laura Marie Swafford are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Kyle Brady, Sawyer C Green, Jeremy Ryan McGrath, Jonathan Barrett Rhodes, Laura Marie Swafford and Kyle Wilson 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). Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Kyle Brady, Sawyer C Green, Jeremy Ryan McGrath, Jonathan Barrett Rhodes, Laura Marie Swafford and Kyle Wilson 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. Brent Ryan Burke, Steven Flanders Carroll, Justin David Neal, Kyle Brady, Sawyer C Green, Jeremy Ryan McGrath, Jonathan Barrett Rhodes, Laura Marie Swafford and Kyle Wilson are primarily licensed in GA and may be licensed in other states. Brent Ryan Burke CA License: 0I31727 Steven Flanders Carroll CA License: 4025579 NPN: 17543962 Justin David Neal CA License: 0E35256 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. Legal NoticePrivacy NoticesThird Party LinksDo Not Sell or Share My Personal Information Connect with Sozo Private Wealth & Insurance Services * Jump to top of page