Bob Fussell, CLU®, ChFC®, CFA®

Financial Advisor

Bob Fussell

Office: 919-755-3217

4020 Westchase Blvd
2nd Floor # 275
Raleigh, NC 27607-3938

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How can a Financial
Advisor help you?

 

Welcome to the website for Bob Fussell, Financial Advisor
with the Northwestern Mutual Financial Network.

Hard work, discipline, expertise, and financial planning transform aspirations into reality.  Wherever you may be on the road to success, professional guidance can help you achieve your goals toward of financial security and continued growth. 

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Bob Fussell can help you create a personal plan that addresses your specific goals. 

A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as, including retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances.  Bob Fussell will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues. 

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact Bob Fussell today - direct line 919.755.3217. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement.  These may be obtained from Bob.

 


 

Northwestern Mutual in the News:

 

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). 

 TheMint.org - It makes perfect cents.

Children´s Guide to Handling Money Wisely: Bob Fussell would like to introduce you to a website sponsored by Northwestern Mutual Financial Network that is designed for a very important group of people in our lives . . . our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future!

Click here to visit the site.

 

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.