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Jessica Lindsey Freiburg is an investment advisor representative with Avantax Planning Partners, Inc. Jessica has been in the financial services industry since 2004. Jessica is a Personal Financial Specialist. Jessica is licensed in Illinois. Jessica is also the managing partner of Sassetti, LLC, a firm that provides tax planning and preparation, audit services, review and compilation services, accounting support services, and advisory services. Jessica also volunteers with the Illinois Wesleyan University Council for Women, where she mentors students and recent graduates. Jessica is also the treasurer of the Parks Foundation of Oak Park, where she helps raise funds and awareness for the organization.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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IA
02/12/2024 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
Active
Inactive
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