Gary M Veltidi
Contact Me

Office:

8411 Preston Rd Ste 700
Dallas, TX 75225-5519

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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).

Financial security is a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can completely undermine the best of intentions. It is precisely for this reason that having someone that you can trust in your life to give you expert guidance is essential.

That's where Gary Veltidi comes in. Whether you are concerned for your own financial needs or those of your family or your business, Gary can help you identify your needs and provide complementary solutions. Gary knows that you don't have the time to research, deliberate, and worry about all of the options that are available to you. Working together with you to uncover the foundational issues of your financial situation, Gary will provide professional insight and guidance. 

Gary Veltidi is committed to being the catalyst for his clients to develop confidence through financial solutions that are specific to their situation by taking the time to get to know them and their objectives.

My Mission

Gary Veltidi's mission is to inspire and motivate his clients to achieve their financial and personal goals by completely understanding a vision of their short, mid, and long term financial future.

 

Together with his clients, Gary,  will achieve this by utilizing a needs based process that ensures whatever action is implemented is based on the client's wants and desires.