Keith Spengel Clu, Cltc, Cfp Email & Phone Number

Skokie, Il, Us

Building on 30 years of expertise and experience with Northwestern Mutual, I co-founded Symphony Financial in 2016. Our strategic affiliation with the Northwestern Mutual Private Client Group allows us to deliver the personalized attention of a boutique firm backed by the financial strength of a FORTUNE 100 company. Today, I serve as CEO and Private Wealth Advisor.Symphony Financial serves clients nationwide with an elevated and collaborative wealth management experience. Our clients include business executives and business owners, professionals, and those already in or preparing for retirement. We deliver comprehensive planning and sophisticated solutions designed for better, more meaningful financial outcomes. Our specialized expertise includes intelligent retirement income distribution, efficient tax/risk management strategies, private client investment services, tax loss harvesting, diversified portfolio management, estate/legacy planning, and business succession. Symphony has achieved state and national recognition for its wealth management and financial security services. A no-obligation review or second opinion can identify gaps and opportunities in your financial strategy. Learn more at www.symphonyfinancial.nm.com or contact me at keith.spengel@nm.com.

Milwaukee, Wi, Us

Symphony Financial is a National financial advisory team with offices in Chicago and Florida. We are strategically aligned with Northwestern Mutual and a member of the Northwestern Mutual Private Client Group. We help our clients navigate complex financial issues and opportunities with clarity, bringing a comprehensive approach and a broader range of solutions for intelligent financial planning, portfolio management, wealth protection, wealth preservation, and distribution so they can spend more time doing what they love with the people who matter most.

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