Lou, I have enjoyed our conversations. You have presented my family with good advice. You have respected when I disagreed with parts of it and did not try to sell me things I did not need. The life insurance we have has provided peace of mind as our family grew and some assets as we have grown older.

Elliott Gordon
Client | Irvington, NY

Lou is the best! He knows what the trends are in my business as well as his; therefore, his advice is always ‘on the money!

Jean Dietz
Client | Ramsey, NJ

Lou’s consistency and reliability make sure my planning is thorough and meet the needs of my family. His mantra is success over the long haul and therefore focuses on our needs not for one year. But over our lifetime.”

Michael Levantin
Client | New York, NY

Lou has been a trusted part of our family for over 20years. He is proactive with his communication, sharing market insights, staying on top of life changing events and is always available to simply listen too. He is focused on supporting your goals while also presenting opportunities and/or potential challenges you may not be considering. The culture he has created is world class, and I am looking forward to the day when I recommend him to my children for their financial investment needs.

Mike Bystrom
Client | Clayton, MO

We have been with Lou for over 11 years now. From the very beginning of our relationship, Lou has always taken care of us - answering all our questions and helping us understand what's going on in the market, creating and implementing strategies to help us achieve all of our financial goals, and most importantly, making sure we are comfortable with how those strategies evolve during the ups and downs of this changing economy. Especially as we were 2 starting out our family, giving us options to consider as we grow our family and portfolio. He's attentive, caring and always asking for feedback on what he could be doing better. We feel like we are in great hands with Lou and very thankful for his continued attention and dedication to our family.

Jana Beiswenger and Frank Delisle
Client | Lafayette, CA

We chose Lou to advise us over 20 years ago with planning a financial future for our family, cautious at the onset, but Lou earned our trust through listening to our questions, and through his tireless commitment to help us shape our wealth management plan. Lou’s has always focused on my family’s short and long-term goals with the integrity that I would expect from a wealth management advisor but done so in a way that has always made us feel like part of a family. It’s been a great ride and I wouldn’t change a single thing about my experiences with Lou!

Bill Lazzarino
Client | Charlestown, MA

I’ve known Lou for over 30 years, and we have been doing business together for almost as long. I’ve been very comfortable doing business with Lou over the years. I trust him, everything has been handled promptly and professionally and I’ve recently expanded our business relationship. No complaints (except for homework assignments like this :)

Peter Gautieri
Client | East Hampton, NY

As our lives and career have evolved, so too has our financial planning. What was once simple has become more complex and involved. Lou and team have been there every step of the way. The advice is consistently fundamentally sound. The delivery, pitch perfect - always sincere, never condescending and rooted in the best interests of our family. Conversations with Lou are impactful, results orientated, and fun. Above all, they offer reassurance and peace of mind. Thank you Lou, for your guidance, support and friendship over the years. Long may your success continue!

Jason Altman
Client | Hillsborough, NJ

I believe Lou is exceptional in providing the kind of client service that's very rare today. He is extremely attentive, courteous and helpful with any needs that arise. Lou himself is always accessible and willing to take the time to provide his sound guidance and after many years of working with him, I truly believe he has mine and my family's best interests at heart rather than his own bottom line. I am amazed at how well he has trained his staff that it is client first always. Lou has often provided guidance on matters and even though I do not often follow through on my end, it is more often passive guidance in response to inquiries.

Richard Camerik
Client | Ridgefield, CT

Having someone on your side that you trust with some of the most important components of your life is critical. Over the years, Lou has earned that trust from both myself and my wife. He has done this by being consistent with his philosophy and never wavering from the values of Northwestern and the personal values that both he and I believe in. As life is bound to throw challenges at my family and I in the future, it is comforting to know that Lou will be there for us when we need him.

Gregory Cavoli
Client | Harrisburg, PA

Lou's expertise and professionalism have been very valuable in our planning to secure our goals. His most important quality is his persistence. He gets you to do the things you know you should do, but never seem to get to.

Richard Dillon
Client | East Hanover, NJ

Lou has been with me for 22 plus years and I always feel like we are in this together. Lou has helped my wife and I establish goals that match our personalities and tolerance for balancing risk/reward. He is extremely patient, taking the time to explain (again and again…and again) the long-term strategy we have set, the options that exist along the way and the reasons for the decisions we have are making. Lou is responsive, respected and trusted. What more can you ask for?

Edward Georger
Client | Cortlandt Manor, NY

I have no hesitation recommending Lou to anyone looking for a financial advisor; never have I gone to bed worrying about my money. For over 22 years, Lou's expertise and advice have allowed me to meet (and exceed!) my long term financial objectives and goals. Lou takes the time to walk you through the big picture and stresses not to overreact during down years. When you work with Lou you will not only see a man absolutely dedicated to his profession, but also a guy who cares about you. When I meet with Lou it is for hours and it is always a pleasure.

Michael Mc Fadden
Client | Emerson, NJ

I have used Lou now for 15 years! Before Lou I was bouncing around from planner to planner but Lou has exceeded my expectations. He even helps me with planning on items they have nothing to really do with or get paid on and that has been so appreciated over the years. My family and I feel very fortunate and have a good solid plan thanks to all the hard work and conversations with Lou. Every time I have any situation where I need Lou's opinion, he is quick to understand what I need and offers solutions. I cannot thank him enough for all he does.

Steven Nelick
Client | Lafayette, CA

Lou is a great advisor. He listens to your concerns and needs, he is so down to earth, smart, not pushy and I truly value his advice. You can tell he cares for his clients and their needs. He takes all the time with you that you need. Just a great guy and a great financial advisor!

Susan Nissenblatt
Client | Monmouth Junction, NJ

This is not an exaggeration…Lou has been one of the most important people in my life over the past 15 years. Trust is one of the most important things to me in any relationship and I 100% trust that when I talk with Lou he gives me advice that is best for me and my family…not his own interest. Because I trust Lou I have been able to focus on my family and career and he has done a great job helping me build my retirement savings and defensive planning!

Brendon Ross
Client | St Charles, IL

Understanding your clients' expectations and investment style is crucial to being a successful financial advisor. From the first day we met Lou 15 years ago, our confidence and trust in him and his staff has only increased. Lou analyzes what our situation is at each point in our lives and he focuses on meeting our goals. It has truly been a pleasure working with Lou!

Scott Vaccaro
Client | Bentleyville, OH

Lou has been consistently reliable over the years. Since I was first referred to him in 1996, my family and I have been able to count on Lou for his guidance and insight. Lou takes a holistic approach to family financial planning that checks all of the boxes. When I retire, I know that because of Lou my financial picture is going to be where I need it to be. That is the goal, right? Thanks for the last 22 years Lou!

Jeffrey Wilder
Client | Hinsdale, IL

I am not even sure where to begin about Lou. However, I will start with this, I am grateful you came into our life almost 15 years ago. I cannot believe it has been almost 15 years. I knew very little about creating wealth and planning for the future. With your guidance and help we were able to set up and start something small. Through these years you have been very consistent with your follow up and offering professional advice. This has been helpful and awesome. I can tell he is very concerned about us and would want us to do well. On a personal level, he has been with us through the ups and downs I have recently experienced with my career. You have recommended people to network with and provided some advice in my search for new opportunities. I cannot thank you enough for all that you continue to do for my family and how far you have brought us. We are grateful and appreciate you and your team every day.

Joseph Afful
Client | Dover, NJ

I can always count on Lou to have the answer to all my insurance and financial needs. He is a dedicated professional who is always watching out for his client's best interest. I have known Lou on a professional level for over 20 years. Lou has worked tirelessly on behalf of his clients and he stands for honesty and integrity which is hard to find in today's world.

Michael Anacreonte
Client | Commack, NY

I never ever doubt Lou's advice and guidance. His interests are always aligned with his client's interests. In our life, we collect a portfolio of trusted advisors and friends and discard all the rest. Lou's name is at the top of a short list. Finally, Lou knows insurance but his acumen on investment products is better than most of the Wall Street guys and I spent 15 years on Wall Street.

Andrew Berardi
Client | West Palm Beach, FL

Lou, your business acumen is simply the greatest.

Walter Bowlby
Client | Hackettstown, NJ

Lou was referred to me by a friend 20 years ago, and it is the best move I have ever made for my personal financial well-being. He takes the time to know me and ensure I am on the correct path with my current and future financial goals. I have absolute confidence that Lou cares about me and will always provides direct communication, honest guidance, and solid financial advice.

Stephen Gerstner
Client | Rockville, MD

I cannot begin to tell you how much I appreciate Lou!!! He is someone from the very beginning from talking to him on the phone that I knew this was the guy for me!! He is genuine and truly showed me he cares! He was not the person asking for all your money, rather he asked me what I was comfortable with investing and then gave me solid advice of what to do through his research and business knowledge! I have been with Lou 11-12 years and have appreciated him since joining the team as he is real and tells you like it is guiding you every step of the way!! He understands my business as it can fluctuate and is there to lend a hand if it fluctuates! I would recommend Lou to everyone and anyone I know as I am confident he has our best interest at hand!! Thanks for helping me carve my future….

Scott Martin
Client | Sanford, FL

Have been with Lou for nearly a decade! In the beginning, he helped my wife and I "clean up" our affairs and get all the basic blocking and tackling in place. Once that was all set up Lou has helped us visualize, track, and plan for our future - and the future of our children. He is always available for advice and is extremely responsive and professional. We rest easy knowing he truly has our best interest in mind.

Gregory Olear
Client | Delran, NJ

I have been a client for over 17 years. The professionalism and accessibility of Lou is exemplary. The financial products that they choose to represent are from the very best firms. For example, the financial and insurance products from Northwestern Mutual, a firm whose entire culture is based on excellence. The same excellence that is evident in Lou. Although I am considered to have started estate planning at an early age, I should have started sooner. I would strongly urge any young person in their twenties and thirties to take the time to listen to Lou about the various options that may be suitable for them and their families. It will be time very well spent.

Ed Mc Aree
Client | Norwalk, CT

When I was first introduced to Lou I was in my late 20's (I would prefer not to say how long ago that was!). At that time, I was single, just starting to make a tiny bit of money, and certainly had no real vision of my future financial needs, wants and requirements. Insurance…why would I need that? But from the first meeting I had with Lou, I just trusted him. It was not much at the time, but Lou convinced me of the value of starting some future planning and investing. In hindsight, I wish I listened to him even more than I did. Over the years, I have gotten married, had kids, moved to the burbs, bought a house, etc.…just like most of us. And over the years, Lou has been beside me helping me and my family steward some critical components of our finances. Insurances, college funds, IRAs, retirement planning…you name it. My wife affectionally calls our annual in-person 'sit-down' with Lou, "our yearly financial therapy session". And throughout the year, Lou is always accessible to talk through any question or concern I have. It is without reservation that I can recommend and vouch for the incredible advice, actions, results and most importantly service that Lou has provided us. I literally sleep better at night knowing I have had, and continue to have, the financial guidance Lou provides.

Jes Santoro
Client | Darien, CT

We met with Lou for the first time when we were about 26 years old and we had a combined income of just about $75K. Lou spent so much time with us, gave us great advice, an felt as available to us as if we were worth millions. I asked him at the time how he made money, because I was concerned that I was missing something because I knew that spending time with us would yield no immediate revenue opportunity. He explained to us that we were the future, and if we made the right decisions now, eventually we would have money to invest, whether with him or someone else. He wasn’t concerned about the immediate opportunity but really seemed to enjoy spending the time giving us some guidance. My favorite line of the day was when he said that our situation is less complex in many ways because we are ‘combing nothing with nothing!’ So, we could save together and build wealth together and hadn’t come into our marriage with separate assets. Anyway, over the years, we have built some wealth and Lou has applied his patient, strategic approach and guided us to do some smart things we wouldn’t have otherwise considered. He’s always available, and is a true pleasure to deal with.

Val & Jeff Bischak
Client | Montclair, NJ

Lou has been a pleasure to work with over the past 13 years. He’s provided very sound financial advice, along with a great sense of humor and tremendous empathy. He has consistently provided assistance and focus to ensure I am focusing on both my offensive and defensive financial game plans to ensure me and my family are taken care of. I think the greatest compliment I can give Lou is all the referrals I’ve given over the years. If that doesn’t display the confidence I have in Lou and his team, I’m not sure what does. Thank you, Lou!

Chris Reger
Client | Hurricane, WV

Seven years ago, Lou took his time to truly understand my financial and life goals. He designed a plan that would help me and my family achieve our long-term goals. He has been working with us to review and adjust our plan every year to help us stay on track. With Lou’s help, I know my family is protected, and we have the right strategy to grow and manage our assets. Thank you, Lou!

Alice Zhong
Client | Arlington Heights, IL

I met Lou almost 23 years ago through a friend’s reference when I was newly married with no children, first time homeowner with a mortgage, and not a lot of investment or financial planning experience. My parents were immigrants who worked hard and valued saving and sacrifice, but didn’t have certain financial expertise required in the 21st century to pass along to me. 23 years later, I am still married, have three children, own two homes with no loan obligations, have built a substantial retirement nest egg, have children through college without student loans, and provided a degree of security for my children and spouse in the event of any unforeseen circumstances. Lou always pushed me towards the decisions I should have been making and provided options to help me realize any goals I had. I cannot say I would be where my family is today with Lou’s guidance. I truly look forward to meeting with Lou in person a couple of times each year and shooting the breeze with another NYC-raised boy while we try and do the right thing for my family. In addition, Lou is unbelievably professional, efficient, and respectful, which are scarce commodities in today’s digital world. I can only say, ‘Thanks for everything’ to Lou.

Paul Capucciati
Client | Massapequa, NY

Lou’s ability to guide us through both good and challenging times has exceeded all of our expectations. His candor, professionalism, and expertise are the reasons why we have viewed him as a trusted advisor now for almost 15 years. We are thankful to have Lou on our team when it comes to planning for the future.

Austin Bonn
Client | Franklin, TN

Lou has been a steadying force while navigating through challenges times over the years. His unwavering commitment to focus on long-term goals while filtering out the noise of short-term market fluctuations has really helped me to stay on track to reach our goals. I truly feel like he has prepared our family for most things that life can throw at us.

Matt Yox
Client | Sleepy Hollow, NY

Having worked with Lou for many, many years I can say that from day one, I always felt like I was in good hands. I met Lou just prior to being married and while I knew the things we were discussing were important, I didn’t get involved right away. But almost a year to the day later when my wife and I realized we were expecting our first child, I came running to Lou asking for a meeting because I really needed his advice and direction on this life changing event.

Lou was very detailed in explaining exactly what we wanted to plan for, how to get there and how the whole puzzle came together. As we added more children to our family, our plan evolved and grew to meet our needs. Now with five children on board and many details swirling at all times, Lou helps us rest easy that they are committed to us and we would have the planning we need.

With all our children, obviously college is a huge mountain to climb. We have a plan for each of our children that has us contributing. The plans continue to grow and deliver positive results for us and is probably the most important thing to my family right now.

Lastly, I really look forward to my annual meeting with Lou to be sure things are in order. He has fantastic tools to demonstrate where things are today for insurance and 529 purposes and how things like inflation and changes in tax structure will affect my family. Lou is very responsive to my phone calls and emails and after more than seventeen years of partnership I am happy to say I am so glad I was introduced to Lou early on in my career and I know that he is there for me and my family all the way through the process.

Paul Brennan
Client | Katonah, NY

Lou has helped me plan and manage my money for the last 15+ years. Over that time much has changed in my life including many long and short-term goals. He has helped me achieve many of them through proper financial planning including marriage, buying my first house, having two kids, and buying a bigger house. As my life has changed so have my financial needs and Lou has helped ensure that my plan meets those needs – both short and long term.

Joe Flicker
Client | Lakeville, MN

Lou Cannataro have provided me with peace of mind by making sure my family has planned properly. Lou listened carefully to understand our individual family dynamic from our introductory meeting and despite the limited products we committed to at the start, he treated us as if we were equally as important as any of his top long-term clients. Lou is dedicated to making sure his clients understand the advantages and limitations of all products, strategies and philosophies and is patient to make sure we feel comfortable. He is trustworthy, reliable and provides a high level of service. But most of all, he is a great person and an absolute pleasure to work with. It makes it incredibly easy to recommend his services and we look forward to doing far greater business with him in the future.

Keri Donofrio
Client | Ramsey, NJ

Lou has been a great asset to my financial planning over the last 14 years. He provides insight, timely updates, and is full of great experience and knowledge. I fully trust him and his wisdom with a big part of my retirement. I value his input and consistent advice. He truly does care, an example being when he was aware of some business changes with me personally and he reached out to me immediately to see if we needed to adjust our plan and move money to cash to meet immediate needs. Most financial advisors are not that involved and aware of situations outside their immediate wheel house. I have reached out to him with other life decisions and financial opportunities to get his opinion. Wisdom comes from seeking the counsel of others and he is a great one to reach out to. I have the utmost trust in his integrity and ethics.

Ed Keefe
Client | Ballston Spa, NY

I have been with Lou for over 8 years now and I must say in that time I have been very impressed with him and his practice. Day 1 we devised a plan for my future and despite the volatility of the market he has kept me focused on that plan. Lou is extremely intelligent, friendly, personable, and has a knack for simplifying what is otherwise a very complicated business. I have connected several friends and colleagues with Lou over the years. He is a rare breed of businessman who really does have his customers’ needs at heart.

Matt Di Toro
Client | Port Washington, NY

Lou is far more than a financial advisor. He truly cares about his clients and has been extremely patient and supportive as I worked to map out my financial future. He has been constantly available for questions as I worked through various challenges and changes in my personal and professional life. I trust him wholeheartedly and appreciate his expertise, guidance, and friendship.

Kristina Stuber
Client | Rockville, MD

My wife and I have been relying on Lou's expertise since the kids were just a few years old. They're now 36 and 38 so it's been a very long time! We have continued to Lou and his guidance all these years because he's consistently been extremely knowledgeable and reliable and we've never gotten bad advice nor any pressure to make any financial moves. Just lots of information so we can make an informed decision. A real pro you can trust.

John Damiano
Client | Jupiter, FL

The best thing about Lou is the personalized service. He takes the time to really get to know his clients which builds trust and confidence. We really appreciate the regular check-ins and visits to discuss goals and ensure we stay on track to achieve them. We have been more than pleased with the level of service we have received through the years from Lou. Regardless of what our financial portfolio was throughout the 15+ years, Lou always made us feel important. For that, we thank him.

The P's
Client | New Rochelle, NY