Spencer M. Hershey Jr

Managing Director

Financial Guidance

Whether you're fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you're financially prepared to achieve a lifetime of goals. Spencer Hershey Jr and his team can help you reach your goals with a personalized financial plan.

Spencer and his team will apply time-tested strategies, provide expert advice and make recommendations based on your priorities. And as your circumstances and priorities change over time, they will work with you to revise your plan so you can meet each of life's challenges head-on, and celebrate your accomplishments along the way.

What can you expect when you work with us? Learn more about our financial planning philosophy and process.

 

 

 

 

 

 

 

 

 

 

Business Owners: Planning and Guidance

As someone who runs a business, your expertise is your strength. It's the engine that drives your growth and sets your business apart. With something as crucial as the success of your business, doesn't it make sense to work with a company that also values expertise and strength?

Spencer Hershey Jr and his team work with business owners in Northeast Ohio throughout all stages of the business life cycle. From start-up to succession, our experienced financial professionals, specialists and advanced planning attorneys will help you build and implement the drivers that can create, grow and protect your business's value.

Click the links below for more information on this topic.

The Learning Center

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Spencer Hershey Jr and his team 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.

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.