
I am committed to providing my clients with objective guidance regarding retirement plan solutions. Proactive client communication and solutions-based consulting are my core competencies. My goal is to make your retirement program a meaningful part of your overall employee benefits program. The program should be comprehensive, compliant and robust. I hope you view me as an extension of your company, focused on your unique goals.
We have one of the best teams around
The Financial Times has recognized David Test as one of the top defined-contribution retirement plan advisors for a second time. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.
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, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.