Jeff Kendall Zoller
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Office: 315-839-5222

1960 State Route 8
Clayville, NY 13322-1312

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Advanced Planning
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Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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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).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual and the National Council on Economic Education (NCEE).

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Your Future is Now

Jeff Zoller is a Financial Representative with the Northwestern Mutual Financial Network and Managing Director of The Zoller Group. Jeff Zoller and his team serve a variety of clients in Central New York.

Achieving a secure financial future often requires significant sacrifice, with most individuals and organizations spending decades laboring under the assumption that one day all of the work will pay off. The unfortunate truth is that many times hard work alone isn’t enough: factors change or something unexpected occurs, and all of a sudden yesterday’s dreams are replaced by a more stark reality. It’s not fair, but life offers few guarantees.

Jeff Zoller is in the business of working to protect dreams. He starts by getting to know potential clients as well as he can through conversation about what is, what was, and what they hope will be. In striving to understand them, Jeff often manages to enhance their self-awareness in the process. Based on this communication, he formulates recommendations aimed at protecting the fruits of their labor. If they elect to become clients, Jeff Zoller remains in close contact to provide further recommendations as circumstances evolve.

Browse this site to learn more about Jeff Zoller and his team, and then contact him to arrange a meeting. It pays to be mindful of the assumptions under which you labor.

Spotlight on Careers

In addition to his role as a financial representative, Jeff Zoller serves as the Managing Director for The Zoller Group, a local district network office located in Clayville.

To learn more about a career as a financial representative, click here to The Zoller Group web site

 

Northwestern Mutual Financial Network News

FORTUNE magazine survey names Northwestern Mutual "America's Most Admired" for unprecedented 25th time
Northwestern Mutual is the only company, in any industry, to have received this recognition every year.

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Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

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My Mission

"Empowering people to reach their true potential"

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.