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The Midtown Financial Group

Building wealth and protecting legacies for families, businesses, and those most important to them.

Our Approach

Our Process

Identify Goals

We begin by asking the right questions to better understand where you are today and the vision you have for the future. By identify your financial values, we can then build a truly personalized plan.

Personalized Plan

Our firm will utilize the information gathered in the fact finding process to structure a plan specifically tailored to your goals. With over 100 years of combined experience in the financial services industry, we are confident in our ability to help guide you towards achieving your ideal financial future.

Implementation

Once we have identified the appropriate steps to take towards your financial future, our team will work collaboratively with you to make sure the plan implementation is a seamless process.

Review

As with most things in life, this process is dynamic and should be reviewed routinely to monitor progress towards your financial goals. Most importantly, our firm will continue to be an integral part of your financial well being.


Our Client Experience

Once we have worked together to identify the necessary actions to achieve your goals, our team will continue to work closely with you through plan implementation. This process is where you will begin engaging with a dedicated service team assigned to your specific goals and plan. Most importantly, this collaboration will continue as we progress toward your ideal financial future.

In addition to ongoing plan updates, you will have access to a number of resources to help guide and implement your financial efforts.

Online account access and account aggregation

Quarterly market updates and commentary

Online learning center covering a wide range of financial topics

Access to a network of professionals for need outside of our focus

About Us

Midtown Financial Group team photo

The Midtown Financial Group is a financial planning practice which specializes in working with high-net-worth individuals and closely held businesses. We work as your partner in planning your path to financial security, implementing your strategies and revisiting your plan to meet changing needs and priorities. Our team takes the time to understand what’s important to you, and delivers comprehensive and customized financial plans and solutions tailored to your needs.

Our Team

Midtown Financial team partners photo

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

Services

Community

We believe strongly in giving back to our local community organizations that support children, poverty, education, and other passionate undertakings aimed to enhance the region in which our families live and do business.

The Midtown Financial Group is pleased to support the following:

Alex’s Lemonade Stand Foundation (ALSF) was founded by Alexandra “Alex” Scott when she held her first front yard lemonade stand at the age of 4 to raise money to find cures for childhood cancer. Today, ALSF is dedicated to raising funds for research into new treatments and cures for all children battling cancer. To learn more, visit: www.alexslemonade.org

After losing his brother to colon cancer at 46 years old, Matt Leopold and his family started Bryan's Song. Their mission is to eradicate colon cancer, one screening at a time. To learn more, visit: www.bryanssong.org

Contact Us

Chris Faicco

212-812-0541

Lee Richardson

212-433-1165

Matt Leopold

212-812-0589

Kevin Stein

212-812-0562

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

Site Description

The Midtown Financial Group is a financial planning and wealth management firm. At The Midtown Financial Group, we are committed to making sure our clients have a customized financial plan that best suits the needs of their family or business.