Bob Davey, CFP®, CLU®, ChFC®

Financial Advisor
Bob Davey

Office: 860-570-7469

29 S Main St Ste 201
West Hartford, CT 06107-2454

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Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

View Scorecard

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward of financial security and continued growth.

As a Long Term Care Specialist, Bob Davey applies the cost of care in your area to your retirement analysis to come up with alternate scenarios comparing an uninsured long term care event with an insured event. This allows for an objective cost consideration as to whether long term care insurance is right for you.

Through personalized analysis, individual underwriting and long term personal service, Bob Davey and his staff will be a valued member on your team.

Other Insightful Long-Term Care Documents

 

Northwestern Long-Term Care Insurance Company Ratings. Of the most prominent companies in the long-term care insurance market place, Northwestern Long Term Care is the only company awarded the best possible insurance financial strength ratings from the four major financial rating agencies. 
 

Whether you are planning for your own financial needs or those of your family or your business, Bob Davey can help you find the right answers. Bob Davey  will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you.

 

Contact Bob Davey today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come.

 

The following paragraph is required if you plan on using financial planning content.

 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Bob Davey.

 

 

My Mission

As a Northwestern Mutual Financial Network Representative, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.