Patrick E Olski, CFP®, ChFC®, CLU®, CLTC®, MBA

Wealth Management Advisor

55 William St Ste 100
Wellesley, MA 02481-4003
  • Office 781-431-4702

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My Mission

My mission as a Northwestern Mutual Financial Representative is to help you provide financial security for yourself, your family, and your employees.  I will spend the time necessary to get to know you, and through our needs analysis process will make sure that I understand your financial goals and dreams.  With a thorough understanding of what you are working towards, I will challenge you to make smart decisions with your money within your budget. 

Along with a team of specialists, I provide innovative solutions using a wide assortment of high quality insurance and investment products. Through this process of helping you to plan and protect, I develop long lasting relationships with my clients, and their families.

Whether you are concerned for your own financial needs, or those of your family or business, I will work to make sure that your financial future is not left to chance.

Please call me to get started today.  Better yet, please click on the Contact Me icon (to the left),  to send me a message now - why wait?

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.