Testimonials

“Laurence is more than an advisor. He takes the time to understand your needs and priorities, and acts as an advocate for your financial well-being. He is passionate about educating his clients and applies his insight to all sides of an issue to ensure well informed decisions. Beyond investment portfolio management, he and his team also offer expertise in tax matters, asset and income diversification, retirement strategies and insurance utilization.”

– EVP of Commercial Banking, FirstBank


“I have been working with Laurence for more than 5 years. I truly appreciate his holistic approach, ability to think outside the box, and willingness to work together on our mutual clients’ estate planning needs. He has become a trusted advisor for tax planning and mitigation advice, and always has an answer to the tough questions.”

Rachel Bernstein Sheikh, Owner/Attorney, RBS Law LLC


“Laurence is very knowledgeable about financial planning and tax mitigation strategies. His experience and background in this field provides a lot of options, including the best ways to handle company stock, and he explains what is best for each situation. Very personable and helpful with all aspects of one’s finances.” 

Enterprise Architecture Director, Cigna


Schiffman & Associates Wealth Management does not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Laurence Schiffman, CFP®, CLU®
Wealth Management Advisor


Schiffman & Associates Wealth Management

 

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