Bobby Frateschi

Derrenbacker Shields Financial Group | Northwestern Mutual

Role
Associate Wealth Management Advisor at Northwestern Mutual
Location
Syracuse, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bobby Frateschi

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services. My team can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security. If you would like to discuss your personal or business financial plan to see if we could add value, you can reach me at +13•••••••19 so we can connect. robertfrateschi.nm.com

Experience

  1. Associate Wealth Management Advisor

    Northwestern Mutual

    Feb 2019 — Present · Syracuse, NY, US

    Bobby Frateschi is a Financial Representative with Northwestern Mutual, which offers high quality financial planning and services for individuals, families and business owners. The company\'s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Bobby can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, call Bobby at 31••••••19 or visit his web site at http://robertfrateschi.nm.com. Northwestern Mutual has been helping clients achieve financial security for 160 years – one with strength, values and a track record of diversity and inclusion.I guide clients through a financial planning process, which reflects Northwestern Mutual\'s belief that over a lifetime, most people will experience many different financial needs and circumstances.If you feel that you would like to discuss your personal or business financial plan to see if we could add value, you can reach me at +13•••••••19 (call or text)

Education

  • State University of New York College of Agriculture and Technology at Morrisville

    Associate's degree, Computer and Information Sciences, General

    2001 — 2006

  • Syracuse University

    BS in Information Management & Technology, Information Technology

    2010 — 2023

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Bobby Frateschi — Associate Wealth Management Advisor at Northwestern Mutual in Syracuse, NY, US | Unifers