Tri-Harbor Financial Group

Happy Independence Day! 👏

Welcome to the team Zachary Nicius! Jonathan E. Romero, Jr., CLU®, ChFC®, RICP®, CLTC® and I look forward to seeing all you accomplish here at Tri-Harbor Financial Group!

What’s your go-to summer drink? Ours is freshly squeezed lemonade! 🍋 Alex's Lemonade Stand Foundation holds a special place at our firm. We are committed to giving all children the chance to live life to the fullest by accelerating the search for a cure. We are thankful to those who stand by us, supporting and donating to Alex’s Lemonade Stand. If you would like to make a donation, visit: https://lnkd.in/eHTQu_Vz.

We were delighted to welcome high school students from Publicolor for a financial literacy workshop last week. Publicolor, an inventive educational youth development organization, supports students in overcoming significant life obstacles for academic and career achievements through a series of programs. During the workshop, we focused on the Five Key Actions for establishing Financial Security and engaged in a group conversation about linking behaviors to goals. We appreciate everyone who joined us in making this event successful, and we look forward to our next chance to connect with our friends from Publicolor!

At the Tri-Harbor Financial Group of Northwestern Mutual we are committed to giving all kids the chance to live life to the fullest by accelerating the search for a cure. This year, we're hosting a HOODIE TAKEOVER!! Purchase your adult or child size hoodies, and 100% of proceeds go to Alex's Lemonade Stand.  $100 = 1 adult hoodie (yellow or white) $50 = 1 child hoodie (navy) All donations are welcome. Only donations $50+ qualify for a hoodie.  Click the yellow "DONATE" button. After you list your donation amount and your name, please note in the DONATION NOTE section, how many hoodies you'd like, with color choice and sizes, and our team will get them to you. (*Color and size preferences while supplies last*). Thank you for your support!

Today, as we commemorate Juneteenth, let us stand together in the pursuit of justice, equality, and freedom for all. May this day serve as a reminder of our past, a celebration of our progress, and a call to action for a more inclusive and equitable future.

Our NM Wellesley office has been honored as the Best Workplace of 2024 by the Boston Business Journal. Among 250 competing companies, we are grateful for this recognition. Kudos to our Wellesley office on this achievement!

Today, we celebrate the dedicated fathers who bring their unwavering commitment and wisdom not just to their families, but also to the workplace. Happy Father's Day to all the inspiring dads who balance the roles of provider, mentor, and leader with grace. Your influence is felt both at home and in our professional lives.

Congratulations to our Tri-Harbor Financial Group Summer 2024 College Financial Representatives on completing Financial Planning Academy! We're so excited to work with you this summer and can't wait to see what you'll accomplish!! #summerinternship #northwesternmutual #triharbor