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Testimonials

The relationship an advisor establishes with a client speaks to the character and integrity of the advisor and the value of the relationship to the client.

Here you will find testimonials from Jim Erb's clients.

Jim Erb has provided my family estate planning and insurance services since 2000. Our collaborations have been very professional and creative, helping to build a financially sound foundation for the present and future. Jim maintains the highest of ethics and I personally would recommend him.

Marty Hiller

Owner, The Hiller Group

For Over 25 Years, Jim's wealth of knowledge and experience has helped me and many of my clients solve numerous insurance and financial planning issues. Jim has also provided great service to me and my clients. It has been a pleasure to have Jim on my financial team.

Robert V. Grieb

CPA and Northwestern Mutual client for 25 years.

When we moved to Tampa over 21 years ago, Jim Erb was one of the first Tampa business people I met. Since then he has been a "Most Trusted Advisor" to my family and to me in all aspects of our estate planning and financial planning.

Syd Heaton

IBM, Retired and Northwestern Mutual Client for 40+ years

Jim is knowledgeable, prompt and has an understanding of my needs.

C. Dennis Carlton

Agriculture/ Real Estate Business

In contrast to my previous advisors, Jim has been attentive to my individual objectives and how best to reach them.

Keith Bricklemyer

Attorney

I have found Jim to be an excellent listener and to make recommendations that help meet the needs of my company and me personally.

Alastair D.W. Main

Owner, Professional Consultancy International (PCI)

Client for over 20 years

Over five years ago, I was researching competent planners, when I interviewed Jim. He maintained eye contact, listened to my story and could distinguish between my needs vs. wants. Jim is direct, intellectually oriented and anchored with integrity; critical ingredients for a positive working relationship.

Diane Ludwig

Retired Attorney and Business Owner

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that were provided by Northwestern Mutual Investment Services, LLC (NMIS) or an investment adviser representative of NMIS. The advisor is not an investment adviser representative of NMIS.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

James L. Erb and Associates is a marketing name for James L Erb Jr and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. James L Erb Jr is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 1511 N West Shore Blvd Ste 500, Tampa, FL 33607-4595, 813-875-2005, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Teague Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

James L Erb Jr is primarily licensed in Florida and may be licensed in other states.

CA License: #0C94644

AR License: #226188

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.