This Business Is Not BBB Accredited

Partners Wealth Management, Inc.

Partners Wealth Management, Inc.

(630) 778-8088

Partners Wealth Management, Inc.

21 years in business
1700 Park Street
Suite 200
Naperville, IL 60563-4874
Fax Numbers
  • (630) 778-8049
Additional Email Addresses
  • info@partnerswealth.com
BBB File Opened: 08/02/2011
Business Started: 10/18/1995
Business Started Locally: 10/18/1995
Type of Entity
Corporation
Business Management
  • Mr. John Freiburger, President
Business Category
  • Financial Planning Consultants
  • Insurance - Accident & Health
  • Insurance - Fire & Flood Specialists
  • Insurance - Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Insurance - Disability
  • Insurance - Liability
  • Insurance - Property
  • Insurance Consultants
  • Insurance Inspection & Audits
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Insurance Services
  • Financial Services
  • Investment Management
  • Risk Management
  • Investment Seminars
  • Insurance - Employee Benefits
  • NAICS: Investment Advice
  • Economic Research & Analysis
  • Estate Planning & Management
  • Market Research & Analysis
  • Real Estate Consultants
  • Taxes - Consultants & Representatives
  • College Savings Plans
  • Business Plan Preparation

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.
Number of Employees: 
15

NR

Overview

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 Reason for Ratings

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.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Partners Wealth Management, Inc.

This Business Is Not BBB Accredited

Partners Wealth Management, Inc.

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed