Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Podczervinski is a Certified Financial Planner™ professional and a registered Investment Advisor Representative with Savant Wealth Management. Joshua has been in the financial services industry since 2010. Joshua has been a CPA since 2021. Joshua is licensed in Georgia and North Carolina. Joshua specializes in a variety of areas, including retirement planning, college savings, estate planning, and insurance. Joshua is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
03/09/2023 - Present
Savant Wealth Management (ROCKFORD IL)
Active
Inactive
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