Office Profile

Established in 2011, Northwestern Mutual - Allen is home to nearly 40 associates, including financial representatives, financial advisors, summer interns and staff.  Led by Managing Director Loren Hsiao, CLU®, our mission is to serve our clients so that their lifetime goals of financial security can be successfully met through comprehensive financial planning.

At Northwestern Mutual - Allen, we seek to understand and know you, so that we can help you achieve your dreams and the dreams of your family.  We implement ideas backed by a 160-year-old company with strategies that are firmly rooted.  Helping you secure your dreams, no matter what twists and turns the road of life takes, is our greatest achievement.

PLANNING WITH NORTHWESTERN MUTUAL

Our financial planning process is designed to help you make the most of your money, no matter how much you have, so you can balance the life you want now and later.

We'll help you answer big questions like: Can I afford to travel and still pay down my credit card debt? Can I save for my kids' college while paying off my student loans? Once I retire, how do I make sure I have enough income? At Northwestern Mutual, we work with you to understand your most important goals and make a personalized plan to help take you there.

 

OUR FINANCIAL PLANNING APPROACH

Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.


 

 

 

Network Office:

Tait Cruse

972-661-9888
5420 Lyndon B Johnson
Dallas, TX 75240-6222
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Loren Hsiao, CLU®

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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