Casey C George

Financial Advisor

  • Office 603-206-6038
  • Mobile 603-660-3811

Casey George runs a comprehensive financial planning practice working primarily with attorneys, consultants, financial services professionals and physicians. He runs a national firm, having affluent clients across the country that all seek to be as thoughtful and efficient in their overall planning. Our clients tend to be highly successful, but also extremely busy people, who value an outside opinion and a team to help manage this process on their behalf. His practice centers on strategic financial planning strategies with a focus on tax efficiency, risk management and optimized wealth accumulation.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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