Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan A. Panzica is a financial advisor registered with Savant Wealth Management and has been in the industry for over 20 years. Jonathan is a Certified Financial Planner® professional and is licensed in Illinois. Jonathan specializes in Financial Planning, Pension Consulting, and Portfolio Management for both businesses and individuals. Jonathan holds a Series 65 license and is registered with the State of Illinois. Jonathan is actively involved in the community and has a strong passion for helping clients achieve their financial goals. Jonathan holds a limited partnership interest in Zeke's Sports LP, an online retail business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
05/06/2022 - Present
Savant Wealth Management (Peoria IL)
Active
Inactive
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