Our Mission

Our mission is to serve our clients and proactively address their current and potential issues,  relating to their unique set of circumstances and objectives, for their families, businesses and charitable organizations.

- Jim Bufalo, CLU®, ChFC®

 

Bufalo & Conti

Bufalo & Conti specialize in serving Physicians, Business Owners, Professional Athletes and Celebrities. With a balanced planning approach, the team helps address the unique needs of the individual and the organization.
 


Physicians Nationwide

James Bufalo is a member and current President of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.  

 

Guidance for Business Owners  Business Markets Stratey map

For Your Business's Key Employees
If you own or operate a business, Jim Bufalo recommends the following articles:

Click here to read additional articles.  

With a focused expertise on the business owner, Bufalo & Contican provide guidance for any stage of your business:


 

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.

Physicians Nationwide

James J. Bufalo, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

4 Ways Having a Financial Plan Helps Improve Your Wellness

The latest Planning and Progress Survey shows just how much your finances are tied to overall wellness. Read more here.

Why Now May Be a Good Time to Consider a Roth Conversion

A Roth conversion can be a silver lining of a market decline. Read more here.

Smart Money Moves for Rising Interest Rates

This could be a great time to assess your personal finances. Read more here.

 

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.