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, 20211
- We're one of the Top U.S. Independent Investment Broker-Dealers.2
- In dividends expected to be paid to policyowners in 2023.3
- AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.
3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.
4Northwestern 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), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
