Partners Wealth Management
Naperville, IL
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:
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 |