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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.