Brianna Harnsberger, NWM Snow Financial Group

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Responds in about 59 min

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Introduction

Whether it be mitigating risk, taxes, retirement, investing, and everything in between, Brianna's team is happy to bring value to any conversation and empower individuals, especially women, to take control of their finances. Our approach is holistic- understanding your unique goals, challenges, and values allows us to craft a tailored plan that aligns with where you want to be. Brianna's goal is to allow individuals to have a voice and eliminate generational bad habits to create stability and security to be spread among our communities for generations to come. Incorporating Northwestern Mutual's financial strength, sophisticated software, and our team’s expertise to provide only the best recommendations and insight across all levels of financial planning. #nomorefinancialanxiety

Overview

Serves Boca Raton, FL

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License verified

1 employee

2 years in business

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Reviews

Customers rated this pro highly for value, work quality, and responsiveness.

Exceptional 5.0

8 reviews

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Read reviews that mention:

Jeff F.

Dec 6, 2024

If anyone is looking for a truly great financial advisory group please trust in this team before considering another. Brianna is a true pro who's knowledge, professionalism and responsiveness shines. She truly cares in her clients best interest.

Brianna Harnsberger, NWM Snow Financial Group's reply

Jeff, thank you so much for your kind words. I truly appreciate it and glad my team and I are able to work with you!

Christina M.

Nov 28, 2024

When I first met Brianna- I had never considered a life insurance policy for myself or my husband. Being a beauty, industry, professional, these types of things are never offered to us or even considered. I had always felt it was out of my reach or something that I couldn’t afford. Once I had a conversation with Brianna and her team, I realized how achievable this goal actually was for myself and for my family. Not only is she knowledgeable, but she is also incredibly trustworthy so much so that I moved my Roth IRA over to Northwestern mutual for any elder millennials that believe financial planning is out of your reach, I urge you to sit down with Brianna and her team and see what your options are. I promise you will not be disappointed!

Brianna Harnsberger, NWM Snow Financial Group's reply

Christina, This review made my week! Working with you has been such a pleasure that has turned into a friendship. Looking forward to many years together and thank you so much for your feedback!

Irene K.

Nov 25, 2024

Brianna Harnsberger, NWM Snow Financial Group's reply

Mackenzie I.

Nov 25, 2024

Bri is great to work with - she's professional but easy to talk with. She adapts to your schedule and needs, and is always quick to respond to emails/requests.

Brianna Harnsberger, NWM Snow Financial Group's reply

Thank you so much Mackenzie! You're always a pleasure to work with.

Amelia M.

Dec 3, 2024

Credentials

License

License Type: Broker (Securities) (FL)

License verified on 11/27/2024

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Brianna Harnsberger

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
No consultation or meeting fees
What is your typical process for working with a new customer?
1. Introductory Conversation - we will learn more about each other and what you are looking to accomplish. 2. Next steps - based on the initial conversation we can decide when it would be best for us to get back together after our team runs analytics to give you feedback on how best to get where you need to be. (This can mean many different things to different clients) 3. Follow Up- This is a long-lasting professional relationship and typical meet with our clients on a quarterly or annual basis depending on the needs of the client.
What education and/or training do you have that relates to your work?
FINRA certified: Securities Industry Essentials (SIE), Series 6, Series 63, 2-15 life, health, and variable annuities.

Brianna Harnsberger, NWM Snow Financial Group

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