Ryan P. O'Connor CFP, CEPA, CVGA, RICP - Northwestern Mutual

Ryan P. O'Connor CFP, CEPA, CVGA, RICP - Northwestern Mutual

Ryan P. O'Connor CFP, CEPA, CVGA, RICP - Northwestern Mutual Core Values:

Integrity – Courage – Mutual Respect – Growth – Independence

I believe financial security is about creating a personalized comprehensive financial plan that protects, grows and preserves income & wealth in all stages of life to maintain your lifestyle, accomplish your goals and have the peace of mind to focus on what you value most in life. I work with individuals and businesses to help design, execute and monitor a plan in line with their values, to create

11/10/2024

Northwestern Mutual, one of the strongest financial services companies, announced it expects its highest dividend payout ever. I’m proud to be part of a company that shares its success and puts policyowners first. That’s a better way to money.™ Read more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=dividend-payout-2025&agentid=022100

08/10/2024

Congratulations to Tony Blasting on his 35th year with Northwestern Mutual. Tony joined forces with the Primacy Team in April of 2024, and his knowledge and understanding of this industry is quite impressive. We're so lucky to have him as part of our team. Congrats, Tony!

The Fed Signals We’ve Reached a Turning Point; Now What? 01/10/2024

The economy is nearing an inflection point; but the final outcome is still unclear. Here’s a look at where we think things are headed and how investors can position themselves for potential volatility.

The Fed Signals We’ve Reached a Turning Point; Now What? Investors are betting rate cuts will save a slowing economy, but that’s no reason to take unnecessary risks.

Markets Cheer Fed’s Decisive Action on Rates 23/09/2024

The Fed’s rate cut raises the chances of a soft landing but doesn’t guarantee one. Chief Investment Officer Brent Schutte discusses what risks remain and how investors can prepare for an unknowable outcome.

Markets Cheer Fed’s Decisive Action on Rates Investors celebrated the Fed’s rate cut last week. But did the Fed get the timing and size of the cut right?

Stocks Surge as Investors Look Forward to Rate Cuts 18/09/2024

As the Fed prepares to cut rates, Chief Investment Officer Brent Schutte highlights how we got here and what risks the economy and markets face going forward.

Stocks Surge as Investors Look Forward to Rate Cuts Investors are cheering a likely rate cut this week. But are they overlooking why the Fed feels the need to cut rates?

16/09/2024

Your compensation is key to unlocking your financial goals. Let’s talk about how changes at work can benefit your plan and how you might use other tips from Northwestern Mutual’s newest podcast episode: https://www.northwesternmutual.com/life-and-money/navigating-job-change-and-negotiating-with-confidence/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-career_field&utm_term=episode-1-standalone&agentid=022100

Here’s Why I Bought Life Insurance on My Children, and You Should Too 26/08/2024

There are three key reasons to do it sooner rather than later—and you may be surprised by how affordable it can be.

Here’s Why I Bought Life Insurance on My Children, and You Should Too Learn why life insurance for kids can be a smart financial move for more than the death benefit. Here's how life insurance for children can build security and cash value.

24/08/2024

Take control of your finances and enjoy peace of mind with the 60/20/20 rule. Looking for more personalized guidance? Let’s talk!

22/08/2024
21/08/2024

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

Photos from Ryan P. O'Connor CFP, CEPA, CVGA, RICP - Northwestern Mutual's post 15/08/2024

Last night our team set sail on the Miss Buffalo II. It was an amazing night connecting with each other and making lasting memories. Thank you to everyone who came out!

14/08/2024

Honored to announce that I’ve been named #24 Best in State Next-Gen Wealth Advisors by Forbes!

Thank you to the Primacy Financial Team for their dedication and continuous support from our incredible clients.

Your trust inspires me to keep striving for excellence every day.

10/08/2024

Sending you a bouquet of happiness on your birthday! We hope this year is great!

07/08/2024

Let us help you find financial independence. Call or email us today to get started!

Photos from Ryan P. O'Connor CFP, CEPA, CVGA, RICP - Northwestern Mutual's post 05/08/2024

Thinking of becoming a homeowner? It's important to understand the full spectrum of costs involved. I’m here to help debunk myths and guide you on a path to the home of your dreams. DM me to get started today.

05/08/2024

Celebrating another year of you! Warmest wishes on your special day!

Videos (show all)

Navigating Job Change
Take control of your finances and enjoy peace of mind with the 60/20/20 rule. Looking for more personalized guidance? Le...
Looking to stretch your back-to-school budget? Check out these A+ tips or reach out for a plan tailored just for you. ht...
It's not always easy knowing how to start talking about personal finances but here’s a start!Looking to keep the convers...
Spending Bonus Money
Happy Independence Day! Wishing you a sparkling 4th, filled with pride, honor, and lots of fun.
Bumper Stickers
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together...
Prediction Cards
Magic Eight Ball-Me.mp4
Planning & Progress Stat #1
20s-30s

Telephone

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Thursday 08:00 - 16:00
Friday 08:00 - 16:00