Daniel Q. Scharff, CLU®, CFP®

Wealth Management Advisor

My Mission

"By having purposeful conversations, thinking carefully and acting decisively, I help my clients, family, employees and others to put their minds at ease."

Dan Scharff always has his core values and his mission top-of-mind.  Over the last 11 years, he has helped over 600 professionals and their families in the New York area, the Midwest, and across the US with their financial, retirement and estate planning.  Utilizing best-in-class insurance and investment products, Dan’s practice focuses on providing comprehensive service quickly and responsively. 

Dan’s process starts with purposeful conversations that focus on the personal, professional and financial goals of his clients.  This results in customized and highly thought-out solutions. 

The financial planning process also changes as an individual or family grows and evolves.  By contacting every client twice a year and updating each plan annually, Dan helps all of his clients strive to achieve a lifetime of financial security.


 


 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck