Stephen Hodges Machanic

Financial Advisor

  • Office 704-365-2014
  • Mobile 336-706-1473

 

Mission

We are catalysts who enrich and impact our communities by delivering a lifetime of financial security.

Our team understands complex financial issues, and how they can affect life goals. We work with our clients to fully understand their situation and look to build a relationship that will serve their needs over a lifetime.

Stephen works with motivated professionals and business owners who believe there is no action without a vision. Stephen can help you identify your goals and dreams and develop a plan that addresses these areas to get started in the path to financial security. The team starts by learning about your goals with the aim of working to craft a customized plan to accomplish these goals. Discovery is about learning—learning about your dreams, the financial anxieties that keep you awake at night and, above all, listening to what you want to achieve. Stephen works with a team of specialist to help develop a tailored plan specific to your needs. A sound plan is created for today, tomorrow, and the unexpected.

 

Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Stephen Machanic 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.

The Northwestern Mutual Difference

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.

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