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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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