Orvil J Elia

Financial Advisor

  • Office 239-676-2330
  • Mobile 239-537-1434

ORVIL ELIA'S MISSION:

Orvil is driven by his mission: to help clients make wise choices and live better lives by building financial clarity and confidence.  He and his team partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income planning.
 

APPROACH:

We take an individualized approach with each client and a comprehensive approach to financial planning. Through a detailed planning analysis, we will determine where you stand relative to where you want to be, and provide specific solutions that can help make your goals a reality.

We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we help to bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind in knowing that they have a financial plan in place.

 

COMMITMENT:

We believe in doing things the right way, the first time.

Our clients can expect to work with a team that consistently strives to provide world class solutions tailored for them along with a superior level of client service.

 

THE NORTHWESTERN MUTUAL DIFFERENCE:

Backed by the strength of Northwestern Mutual, Orvil Elia and his team provide a balanced approach to achieving your goal of financial security, helping you to assure that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide exclusive access to a comprehensive variety of products and services.

 

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

View Video

 

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