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Company Profile

Status:Inactive

Industry:Financial Services, Investment Advice, Investment Advisory Service, Business Consulting Services, Financial Advisor, Business Consulting, NEC

Doing business as:PARTNERS WEALTH MANAGEMENT, INC
Freiburger Financial Group Inc
Freiburger Financial Group

Registration:Oct 18, 1995

Site:partnerswealth.com, Partnerswealth.com

Phone:(630) 778-8088, (630) 778-8049 (Fax), (630) 778-6695

Description:Partners Wealth Management, Inc. (PWM) is an independent wealth services firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services.
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA(finra.org)/SIPC(SIPC.org). Partners Wealth Management is a...

Addresses:1700 Park Street, Suite 200, Naperville, IL 60563
Naperville, IL 60563 (Physical)

State ID:58552135

Business type:Domestic Bca

Previous name:Freiburger Financial Group Inc

Expiration:Perpetual

Members (8):John Freiburger / Director, President, Secretary, Treasurer, Owner, Principal Dan Summers / Controller, Manager Carrie Plos / Client Service Manager Leah Curtis / Financial Advisor Catherine Mcnally / Executive Director, inactive Chandra Olsen / Manager, Office Manager, inactive Christopher Bain / Corporate Counsel/Legal, inactive Andrea Lewis / Manager, inactive

Agent:John Edward Freiburger 1700 Park St 200, Naperville, IL 60563 (Physical)

SIC:8748 - Business Consulting Services, Not Elsewhere Classified

SIC6:874800 - Business consulting service

Founded:1991

Licensed:Yes

Service area:Chicago Il

Free estimates:No

Senior discount:No

Categories:Investment Advisory Service, Financial Counselors

Open Hours:Mon 08.00 AM - 05.00 PM, Tue 08.00 AM - 05.00 PM, Wed 08.00 AM - 05.00 PM, Thu 08.00 AM - 05.00 PM, Fri 08.00 AM - 05.00 PM, Sat Closed, Sun Closed

Specialties:Personal Planning, Business Planning, Investment Management, Risk Management, Wealth Management

In business since:2001

Brands:Charles Schwab, National Financial Partners, NFP, Partners Financial, Pershing, Schwab, Steele Capital Management

Products:Asset & Portfolio Management, Business Planning, Buy-Sell Agreements, Disability Insurance, Employee Benefit Plans, Estate Planning, Financial Advisors, Financial Education Workshops, Financial Planning, Investment, Risk Management

Certifications:Certified Financial Planner, National Financial Partners, Partners Financial

Company size:1-10 employees


Former Employees

Position at Partners Wealth Management Next job position
Brandon Cooper
Owner
Janice Rathman
Wealth AdvisorSince Jul 2010

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