Investment Counselors


Northwestern Mutual - JoAnna Melnik


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 and dreams 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 including:



Personal Financial Planning

    Goal funding
    Retirement Planning
    Education Planning
    Risk Management (Life, Disability & Long-term care Insurance)
    Estate Planning

Business Financial Planning

   Employee Insurance / Retirement Benefits
   Executive Benefits
   Succession Planning 

81 State Street
Phoenix, NY 13135


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