Testimonials
"For more than four years I have had the privledge of introducing my clients, parents of children and adults with special needs to Tom for financial planning, including their insurance needs. Tom and his team have a special understanding and compassion in serving my fellow families of children and adults with special needs."
Brian Rubin
"Tom Canale takes the time to understand where I am now, where I want to be in five years, where I want to be at retirement, each time we meet. He insists that in order to provide sound advice, we need to meet together at least annually to explore paths. He challenges me to think what if anything could change that I have not considered. He asks me to evaluate what my possible choices for uses of money are now and in the future. He plays devils advocate to make sure I have considered all meaningful uses of funds, timing, life altering circumstances, etc. He then educates me fully on the consequences of choosing a versus b. He and his staff always respond quickly to questions. I have not met another individual I would recommend over Tom when it comes to planning finances for the future desires outcomes."
Francis Fons
"Tom Canale has been my financial advisor for nearly (10) ten years. Every year, Tom reevaluates my portfolio to provide sound (and updated) financial advice. Tom explains precisely why he is advising a certain product and the outcome I can expect. As my family and life have changed, Tom has repeatedly restructured my portfolio to ensure that the products in which we are invested make the most sense for us. The highest compliment that I can give about Tom is that I have repeatedly recommended him to my family and friends and continue to use Tom's services even though I now live thousnads of miles away."
Matthew O. Brady
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that were provided by Northwestern Mutual Investment Services, LLC (NMIS) or an investment adviser representative of NMIS. The advisor is not an investment adviser representative of NMIS.
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