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Patrick J Marget, J.D., CPA, CFP®, CLU®

Financial Representative

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Pat Marget is a 19-year veteran with Northwestern Mutual. Leveraging his experience and expertise, Pat’s specialties include Bank Owned Life Insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

My Mission

“My mission is to develop and maintain long-term relationships built on high integrity, best-of-class service, and continued guidance to fully understand my client’s vision and dreams so that I may provide relevant solutions for both their personal and business financial needs.”

 Patrick J. Marget, J.D., CPA, CFP® CLU®

 

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