Welcome To The Mayeu Financial Group

Our mission is to create confidence and empower people to live the life they desire by helping to define, plan and achieve financial security.

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PLAN * IMPLEMENT * ACHIEVE

At the Mayeu Financial Group, we are responsible for serving and caring for the financial well-being of those who give us the privilege. We understand the questions and concerns you have as you approach different life stages. Our team seeks to understand your values and objectives, discover your purpose and thoughtfully create a plan that integrates multi-faceted financial tools to keep you progressing towards your goals.

In an ever-changing world, we design our plans to simplify your life and help achieve successful outcomes.

Our Promise

Our team of professionals delivers customized, comprehensive plans offering creative solutions that align with your personal goals and desires. We strive to understand your vision and help you navigate through the complexities of Retirement and Income distribution planning. The Mayeu Financial Group acts as your partner working expediently and efficiently to manage each step of the process for you. We will go above and beyond to create a thorough plan, implementing your vision, to create Financial Security through retirement.

Our Clients

The majority of the clients that we serve are values driven individuals who care about their future and are typically nearing or living in retirement. They have worked hard and done well for themselves. Their focus from accumulating wealth is now rapidly shifting to preserving it. Whether they have accumulated this on their own or with the assistance of another financial professional, they are seeking another prospective. They want to work with a team that has expertise - professionals who have not only done it before, but who are consistently continuing to improve their skills as time goes on. 

Our Values

Integirty

The foundation of our actions which drive this organization of which we are proud. 

Service

We believe in helping others. 

Professionalism

We seek to achieve excellence. 

Achievement

Success through effort, skill and courage. 

Positivity

Our glass is always "half-full". 

 


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News Brief: Our monthly News Brief features lifestyle articles hosted on Life & Money, from financial planning to travel tips.

Women, Life & Money: Receive monthly content curated especially for women, to help them manage all aspects of their financial lives.  

Market Commentary: Subscribe to our quarterly report on market insights.

 

If you are ready to have a discussion about your plans, schedule an appointment. Call our team at (585) 248-4717 or email us. We look forward to speaking with you soon!


Awards and Recognition

  • Top of the Table Qualifying Member 2018, 2019
  • Million Dollar Round Table Qualifying Member 2008, 2010-2017
    MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • Million Dollar Round Table Qualifying/Life Member 2018-2019
    MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Quality Award 2008-2009
    Award recognizing persistency and performance
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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.

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