Dana R Barrows, CLU®, ChFC®, J.D.

Financial Representative

Plan For Your Future Now

When it’s a matter of planning for the future of your business, and your estate, realizing the need to take greater control over your personal and business life is the first step. Choosing someone who has the experience, expertise, and resources to best address those needs is the next. That is where Dana R. Barrows and his team come in.

As an Estate and Business Planning Specialist, Dana will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Dana is also a fee-based advisor. He is compensated for the time and expertise invested in designing and implementing your personal financial plan. Dana Barrows works with business owners and estate owners throughout New England and beyond, often teaming up with other professional advisors to create the best result for you.
 

Mission Statement

My mission is to help clients attain financial security for their families and businesses.  I am committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives.  Because none of us can predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.
 

 

 
 
 

Business Owner Resources  

If you own or operate a business, Dana Barrows recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Dana Barrows can provide guidance for any stage of your business:

Weekly Market Commentary

Read a weekly Market Update from our Chief Investment Officer.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.