Company opens new office in Ontario, California
Northwestern Mutual, a financial security company focused on comprehensive financial planning through both insurance and investments, is announcing the opening of a new office in Ontario, California, at 3633 Inland Empire Blvd, Suite 790.
“This expansion gives us the opportunity to build meaningful new relationships, offer career opportunities and meet a need for financial services in an underserved community,” said Matt Plocher, managing partner, Northwestern Mutual. “We’re looking forward to providing unmatched financial guidance to our clients in Ontario and the surrounding communities and helping them accomplish their financial goals.”
The new office, led by Managing Director Amber Romo, was developed through a collaboration with the Northwestern Mutual distribution growth ventures team, a group focused on serving underpenetrated markets and competitive recruitment. It will offer financial planning services to the city’s underserved Hispanic and Asian communities. In addition, the office will identify opportunities for financial education and support of locally-owned businesses.
“Our recruiting efforts will focus on diverse communities in Ontario, with an emphasis on area colleges and universities,” said Romo. “We’re excited to engage with the community and provide personalized planning solutions that will help put our new clients on the path to achieving their financial dreams.”
Romo will lead the Ontario office comprised of a diverse team of six financial professionals, all of whom live in Ontario or the surrounding area. The team plans to expand its presence in the community.