BBB Business Review

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This business is not BBB accredited.

Partners Wealth Management, Inc.

Phone: (630) 778-8088 Fax: (630) 778-8049 1700 Park Street  Suite 200, Naperville, IL 60563 http://www.partnerswealth.com


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Description

At Partners Wealth Management, we provide personalized, holistic financial advice to affluent individuals and families, addressing their complex financial planning needs to help grow and protect wealth.

Serving clients nationally from our offices in the western suburbs of Chicago, we've been providing advice--including investment consulting, wealth management, wealth protection, wealth transfer, wealth enhancement, and charitable giving services--for more than two decades. Our clients from coast to coast choose Partners Wealth Management because of our dedication to excellence, our commitment to service, and our comprehensive wealth management process.

PROFESSIONAL & REGULATORY CREDENTIALS:

MANAGEMENT:

Mr. John E. Freiburger, President, AEP*, AIF*, CFP*, ChFC*, CLU*, MSFS
AEP*, ChFC*, CLU*, MSFS Designations: Verified (American College of Financial Services)
AIF* Designation: Verified (FINRA)
CFP* Certification: Verified (CFP Board)
Illinois Insurance Producers License: 000333226
(LOA's: Casualty, Fire, Health, Life &Variable Contracts)
CRD #: 2163773
(Securities authority in the following states: AL, AK, AZ, CA, CN, DC, FL, GA, IL, IN, MA, MD, MA, MI, MN, MS, MO, NJ, NM, NY, NC, OH, OR, PA, TX, VA, WA, WV, WI & WY)

Mr. Frank Bonifiglio, COO, Director of Client Services

INVESTMENT ADVISORY TEAM MEMBERS:

Mr. James T. Beverley, CFP*, ChFC*, CLU*
Certified Financial Planner: Verified (CFP Board)
ChFC*, CLU* Designations: Verified (American College of Financial Services)
Illinois Insurance Producers License: 1471723
(LOA's: Health, Life & Variable Contracts)
CRD #: 2844324
(Securities authority in the following states: AZ, CA, CO, FL, GA, IL, MI, MN, OH, PA & TX)

Mr. James E. Bay, Financial Advisor
Illinois Insurance Producers License: 002144937
(LOA's: Casualty, Fire, Health, Life & Variable Contracts)
CRD #: 1933696
(Securities authority in the following states: CA, IL, IN, KS, MN, MO, NJ, TX & WI)

Mr. Daniel J. Sommers, CPA, CFP*, Financial Advisor
IL Dept of Professional Regulation CPA License #: 239007507 (exp. 09/30/2018)
Certified Financial Planner: Verified (CFP Board)
CRD #: 3232276
(Securities authority in IL)

Ms. Libby L. Grant, Ed.D., Client Services Manager
CRD #: 5369534
(Securities authority in the following states: CA, IL & MN)

Ms. Mary L. Patch, Director of Retirement Plan Solutions

Mr. Marty L. Pereira, CFP*, Director of Research & Analysis
Certified Financial Planner: Verified (CFP Board)
CRD #: 4599187
(Securities authority in IL)

Ms. Gwendolyn E. Streitmatter, Client Services Manager
CRD #: 6018732
(Securities authority in IL)

FIRM:

NFP Advisor Services, LLC
CRD #: 42046
SEC # 8-49672
Registered Investment Advisor (RIA) with securities authority in the following states:
All 50 states and DC, PR & VI

(* indicates registered trademark)





BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:

  • BBB does not have sufficient information to issue a rating on this business.


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Partners Wealth Management, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: August 02, 2011 Business started: 10/18/1995 Business started locally: 10/18/1995
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Illinois Secretary of State
69 W. Washington, Room 1240, Chicago IL 60602
http://www.state.il.us
Phone Number: (312) 793-1010

Type of Entity

Corporation

Business Management
Mr. John Freiburger, President
Contact Information
Principal: Mr. John Freiburger, President
Business Category

Financial Planning Consultants Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Registered Investment Advisor (RIA) Accredited Investment Fiduciary (AIF) Fee-Only Financial Advisor Insurance - Accident & Health Insurance - Fire & Flood Specialists Insurance - Health Insurance - Life Insurance - Long Term Care Annuities Insurance - Disability Insurance - Liability Insurance - Property Insurance Consultants Chartered Life Underwriter (CLU) Insurance Inspection & Audits Investment Advisory Service ETF Financial Advisor Investment Opportunities & Plans Investment Securities Exchange-Traded Funds (ETF's) Real Estate Investment Trust (REITs) Mutual Funds Insurance Services Financial Services Hedge Funds Investment Management Risk Management Managed Futures Accounts Fee-Only Investment Management Investment Seminars Insurance - Employee Benefits Economic Research & Analysis Estate Planning & Management Accredited Estate Planner (AEP) Market Research & Analysis Real Estate Consultants Tax Planning College Savings Plans Business Plan Preparation Investment Advice (NAICS: 523930)

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.