Jose A. Cortes, B.A., CLTC®

Financial Advisor

Major Accomplishment!!

Jose A. Cortes is a 2019 Qualifying member of The Million Dollar Roundtable. Founded in 1927, the organization recognizes the wrolds leading financial services and life insurance professionals from 72 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client services. To learn more visit



Financial Security Planning

Jose A. Cortes provides guidance in the present; drawing from Northwestern Mutual's nearly 160 year history of providing protection, finanical strength and product value to our clients. The best we can do for the future is to prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.


Guidance for Business Owners

For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate  key employees using innovative funding solutions. Contact Jose A. Cortes to discuss customized solutions for your business situation.

Business Markets Stratey mapSuccession Planning
Jose A. Cortes helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of  executive retirement plans and related benefits. Jose consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

With a focused expertise on the business owner, Jose A Cortes can provide guidance for any stage of your business:


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Jose A. Cortes works with his clients in every phase of retirement planning:


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