Robert J Poleo

Managing Director

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Fighting Childhood Cancer in
South Florida

Northwestern Mutual – The South Florida Group is a proud participant in Northwestern Mutual’s philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease.

Partnering with Starlight Children’s Foundation, Northwestern Mutual – The South Florida Group, in conjunction with the Northwestern Mutual Foundation, is donating Fun Center mobile entertainment units and iPads to three hospitals:  Joe DiMaggio Children’s Hospital in Hollywood; Miami Children’s Hospital; and Chris Evert Children’s Hospital in Fort Lauderdale. Whether hospitalized children are awaiting surgery or sitting restlessly during treatment, Fun Centers help them cope by providing endless hours of fun and distraction.

Learn more about Northwestern Mutual's efforts in the fight against childhood cancer.

Watch the video or view photos from the Miami event.

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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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