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 personal financial needs and results of the clients who provided the statements above may not reflect the experience of other clients. Please discuss your personal financial situation with your Northwestern Mutual Financial Representative before purchasing any product or service. Please keep in mind that working with a Northwestern Mutual Financial Representative or any other financial services provider is not a guarantee as to future investment success.
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