JF

Joel Feiger

Chief Operating Officer and Director of Private Client Group at Professional Wealth Advisors

Professional Wealth Advisors, LLC

Northbrook, Illinois


Contact Information

Email
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Company Information

Company
Professional Wealth Advisors, LLC
Industry
financial services
Employees
65.0
Seniority
C suite
Annual Revenue
6000000.0

Technologies

Amazon AWS CloudFlare Hosting Datadog

Keywords

wealth management financial planning investment planning retirement planning estate planning risk management insurance services tax planning budgeting cash flow analysis fiduciary principles client advocacy holistic financial services independent advisor wealth advisors financial strategies portfolio management diversified asset allocation charitable giving retirement income sources legacy planning compliance services financial education weekly market commentary investment advice financial security insurance protection wealth accumulation cash flow management risk assessment financial goal setting client relationship management financial analysis tools personal finance financial objectives investment portfolios charitable contributions financial wellness trustworthy advisors investment diversification lifetime financial planning financial advisors wealth growth programs cross-functional teams client service excellence financial decision-making community involvement financial solutions sustainable investing investment opportunities investment management financial services law practice legal services capital markets

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