Unclaimed
Janie Catherine Strasser is a financial advisor registered with Chicago Partners Investment Group LLC. Janie is a Certified Financial Planner and has been in the financial services industry since 1997. Janie has a history of employment with various companies, including MDS Investments, Inc. DBA Ponderosa Wealth Management, Empirical Wealth Management and Chicago Partners Investment Group LLC. Janie currently works at Chicago Partners Investment Group LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Roboadvisory offering
1
2
AZ
01/13/2022 - Present
Chicago Partners Investment Group LLC (prescott AZ)
Active
Inactive
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