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3 Atrium Dr Ste 255
Albany, NY 12205-1417
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Office: 518-459-4665
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William Newman, CLU^®, ChFC^®, CMFC, CFP^®

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Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Mission Statement

Our mission is to help the people we care about improve the quality of their lives by meeting their goals and objectives for accumulating and preserving multigenerational wealth. We are a team of highly motivated, educated and caring individuals. We believe in establishing long-term relationships built on a foundation of trust and respect. We will continue to build on our past by providing highly competitive products and services to our clients.

Legal Notice | Online Privacy Statement | Disclosures | Customer Privacy Notice | Third Party Links

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates. William Joseph Newman is a Representative of Northwestern Mutual Wealth Management Company, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank.Representative is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance) and a Registered Representative of Northwestern Mutual Investment Services, LLC, 1201 Troy Schenectady Rd Ste 120, Latham, NY 12110-1028, 518-785-4141, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Albany are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

William Joseph Newman, District Agent, the Northwestern Mutual Financial Network - Albany has Financial Representatives that are primarily licensed in New York.

CA License: #0G03648

AR License: #302161