James T Lovell, CFP®, CASL®, RICP®

Wealth Management Advisor


“Jim Lovell has offered us excellent service in achieving our investment goals for many years. He provides thoughtful strategies tuned to our needs and we determine the course of action in a consultative fashion. He is very responsive to changes in our personal circumstances and requirements while maintaining focus on our end goals. Jim is a gifted communicator who provides as much totally dedicated, unhurried time as is necessary to thoroughly explore options and potential results, and is pro-active in alerting us to potential needs to modify our position. He and his group are outstanding in their responsiveness, professionalism, and provision of tailored account information.  An exceptional financial advisor with an exceptional team.”

- Peter Shumway

"I truly have the utmost confidence in Jim Lovell, of Northwestern Mutual, in overseeing my financial and retirement plans. With a very comfortable, no pressure style, he consistently displays his considerable abilities to see the big picture and to create a personalized strategy to help me reach my financial goals."

- Peter A. Mills

"We are very happy with the financial plan you helped us establish and implement. The comfort we both have when talking to you and learning about the many options available to us has been very important, especially as we transition closer to retirement. Karen stated this yesterday simply as 'trust'.

Although it's years away, it's very comforting to know that the plans we started with you in 1989 will help provide security for retirement."

- Chip and Karen Hagy


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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