Testimonials

Both Anne and I have been life-long educators, thus naturally affiliated with TIAA for retirement investments.  Before we retired, we consolidated our retirement investments (then held in three places) with Brian and his team.  We have never looked back.  Everyone in the group is upbeat and helpful; all are easy to reach; two have already dropped by to visit us in Cape Cod!  When we wanted to undertake a large landscaping project, Brian pointed us to a smart funding solution we had not considered.  It's reassuring to have Brian and his team looking after our finances.

Ward Ghory and Anne Ghory-Goodman

Retired Head of The Harley School and The University School of Milwaukee (Ward)

Visiting Scholar with The Vignelli Center for Design Studies, Rochester Institute of Technology (Anne)

 


 

We have been clients of the Mayeu Financial Group since 2014.  Since then, we have come to rely on Brian and his team to make the right financial recommendations and decisions for us. They have not disappointed.  Their service, reliability, and expertise makes it easy to recommend Brian's group to anyone looking for an extremely competent investment advisory team.

 


 

I have been associated with Northwestern Mutual for most of my life.  Full disclosure, my father's profession was life insurance and estate planning and he joined Northwestern in 1948.  This Company has continued to grow stronger and diversify through all those years.  An enviable record!

 

I have been a client of Brian Mayeu since 2002.  As Brian expanded his credentials and business, the Mayeu Group was established within Northwestern Mutual.  Now, a few words to describe Brian and the Mayeu Group:

 

  •   Ethical

  •   Knowledgeable

  •   Inspire confidence

  •   Responsive & attentive to client needs & investment goals

  •   A pleasure to work with.

 

Michelle Walsh – Retired

 



My financial planning journey began with Cameron in 2015, while I was completing my residency. The idea of financial planning and retirement was simply not on my radar at that point in my life. Due to my previous lack of financial intelligence, I was looking for someone willing to take time with me, be patient, and guide me. I found that with Cam. He is truly an educator and has helped me in all aspects of my financial plan. He is always willing to have a conversation and answer any questions that come up along the way. I have full confidence in Cam and look forward to many years of planning, teamwork, and success!

 

Justin Birdsall, DDS


It's hard to believe that our association with Northwestern Mutual has now extended well over 30 years! Early on, our focus was on disability and life insurance, with the main goal being to ensure financial security for our growing family if untoward events occurred. Happily, with guidance from Northwestern Mutual, the discipline of contributing to those policies has resulted in a significant asset now for our retirement plan. Our priority for the last few years has been in working with Brian and his team on our retirement planning, coalescing multiple accounts into one coordinated approach under their watchful eyes. Selecting Brian, Cameron Smith and the entire Mayeu Team was a clear choice for us, since our longstanding experience with Northwestern Mutual took us well beyond being satisfied customers--we are loyal customers. Relationships are very important to us, and everyone on the Mayeu Financial Group has been patient and kind, interested and courteous, and incredibly responsive. We are very grateful for the education they provide to us on our financial plan and for the ease of facilitating its development together with them, customized to our needs and priorities. Brian and his team have delivered to us the peace of mind and confidence that comes from their warm personalities and their dedicated expertise.

Rita Haley, Registered Nurse 

Jim Haley, Physician
 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Brian John Mayeu, CFP®, CLU®, ChFC®, CASL®, RICP®
President


The Mayeu Financial Group

 

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