Jeff Wells- Northwestern Mutual

Jeff Wells- Northwestern Mutual Jeff A. Wells, CLU®, ChFC®, CASL®,AEP®, CLTC®, is a Northwestern Mutual Wealth Management Advisor Wells

My goal is to assist my clients in achieving financial freedom and to advise them as if I were advising my own family. I help my clients achieve growth by aligning with Northwestern Mutual's foundation of "doing the right thing". I do this through planning and 44+ years of continued education in this diverse financial industry.

- Jeff A.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6189BBN7N1

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6180BBu0NY

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6189BB3jQ3

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. ...
05/07/2026

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6182BBKA4p

04/30/2026

Numbers like these don’t just happen overnight. At Northwestern Mutual, we take your business seriously, which is why we operate ethically, honestly, and transparently. Reach out to learn more about our sustainability and impact efforts, and how our long-term mindset helps strengthen your financial plan.

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. http://spr.ly/6181B6ztj1

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...
04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. http://spr.ly/6183B6WQR5

04/15/2026

Despite what each generation believes, the estimated retirement age among working non-retirees remains unchanged at 65. Reach out and we can see what retirement looks like for you.

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414 Yale Avenue Ste A
Claremont, CA
91711

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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