Geoffrey J. Passehl, WMCP^®, ChFC^®, CLU^®, RICP^®, CASL^®
Wealth Management Advisor

Passehl Financial Services

1818 Market St Ste 3400
Philadelphia, PA 19103-3656

Office 215-981-1314

Contact Me

Enjoy Life Today. Leave a Legacy for Tomorrow.

Paving the Way for a Better Future Through Holistic Financial Planning

You’ve accomplished great things in life, and you deserve to enjoy your success with peace of mind—knowing that you’ve made the right moves for yourself and the people around you. Here at Passehl Financial Services, we understand that life is busy and financial decisions can be complicated, especially when you’re trying to balance the here and now with the future. That’s why you need a trusted partner at the table with you making sure the decisions you make are in alignment with your goals and values.

For more than 20 years, we’ve been doing holistic planning to empower people like you to make wise financial decisions with clarity and confidence. Rather than looking at one piece of the puzzle, we look at the entire situation from every angle so that we can help you live your best life and leave the legacy you desire. At the end of the day, we’re here to help you maximize your financial potential and impact your life so that you can make a greater impact on the community and the people you love.

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Our Beliefs and Values

Our Financial Planning Approach

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, 2019 to 2020¹
AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies²
Top 10 U.S. Independent Investment Broker-Dealers³

¹©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

²Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

³Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Geoffrey J. Passehl, WMCP^®, ChFC^®, CLU^®, RICP^®, CASL^®
Wealth Management Advisor

Passehl Financial Services

1818 Market St Ste 3400
Philadelphia, PA 19103-3656

Office 215-981-1314

Contact Me

Video Introduction

Account Access

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 2022 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Geoffrey J Passehl uses Passehl Financial Services as a marketing name for doing business as a representative of Northwestern Mutual. Passehl Financial Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Geoffrey J Passehl is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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. To obtain a copy of one or more of these brochures, contact your representative.

Geoffrey J Passehl is primarily licensed in NJ and may be licensed in other states.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.