Felix Tuccillo III - Northwestern Mutual

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Felix Tuccillo III - Northwestern Mutual As a Northwestern Mutual Financial Advisor, I look first to understand your vision for the future because it says a lot about you.

Felix Tuccillo III, CFP®, CLU®, ChFC®, CASL®, RICP® is a Northwestern Mutual Wealth Management Advisor who helps individuals build a sound financial plan using a unique approach. And like you, your vision is unique. So is my approach to helping you shape it and attain it. Simply put, my mission is to help you secure your family's or business's future and protect what's important to you. My areas of expertise range from basic financial planning to comprehensive estate planning. Whether you are just started a new career or looking forward to the "Golden Years," a conversation with me cannot hurt. After all, second options are non-life threatening and non-fattening! In my 6.5 years in the industry, I have acquired the Series, 6, 7, 63, and 65. I have also attained the following designations:

CLU- Chartered Life Underwriter
ChFC- Chartered Financial Consultant
CLTC- Certified Long-Term Care

It would be my pleasure to work by your side and help you and your family fulfill your dreams and aspirations.

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re ...
10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6188BGstNj

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle...
10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6184BGLw6i

10/22/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6182BHrXgr

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6182BGU7aO

10/19/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6183BH84eJ

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6185BH8cMh

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Address

2500 York Road, Ste 200
Jamison, PA
18929

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12159687211

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