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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Jeff Wells- Northwestern Mutual

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United States
Claremont, CA
Jeff Wells- Northwestern Mutual

Jeff A. Wells, CLU®, ChFC®, CASL®,AEP®, CLTC®, is a Northwestern Mutual Wealth Management Advisor Wells

My goal is to assist my clients in achieving financial freedom and to advise them as if I were advising my own family. I help my clients achieve growth by aligning with Northwestern Mutual's foundation of "doing the right thing". I do this through planning and 44+ years of continued education in this diverse financial industry.

- Jeff A.

07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6188BDmlda

07/07/2026

Do you find yourself feeling like you’re never doing enough? Alfonso Ribeiro—host of “Dancing With the Stars” and “America’s Funniest Home Videos” and father of four—shares advice on how to balance life’s demands and put your energy where it matters in this exclusive Northwestern Mutual virtual event. Join us! https://www.northwesternmutual.com/nurture/art-of-prioritizing-webinar?utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge_life-events_25-phase4&utm_content=np_art-of-prioritizing-webinar_field_field&utm_term=webinar-register-now_cta&agentid=048618

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6184B6tSVm

07/04/2026

Happy 250th Birthday, America! From parades to fireworks and backyard barbecues, Americans have always known how to celebrate 4th of July. However you choose to mark the day, we hope you have a safe and meaningful holiday.

07/03/2026

When a child is diagnosed with cancer, the entire family feels the emotional and financial burden. That’s why I’m proud to work with a company that helps fund nonprofits that bring goldeNMoments to patients, their siblings, and caregivers.

06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6185B890uf

06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6180BDGCIn

06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6183B862rf

06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6180BBGFy4

06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6189BBN7N1

Address

414 Yale Avenue Ste A
Claremont, CA
91711

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.jeffwells-nm.com/

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