PrairieView Wealth & Tax Advisors
Financial Services
Frankfort, Illinois, United States
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
PrairieView Wealth & Tax Advisors Overview
- Headquarters
- Frankfort, Illinois, United States
- Website
- prairieviewwealthpartners.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About PrairieView Wealth & Tax Advisors
Living your Two-Comma Life is more than just how much money you have, it's about how you use it to live your legacy. At PrairieView we partner with our clients to provide them with faith-based financial advice, delivered through personal conversations, to create the life and future they want to live. Through our Total Picture meeting series, we build a personalized money strategy that aligns your goals and plans with your financial assets so you can confidently fund your intentional life. Reach out to our team today to start planning and living your Two-Comma Life. See disclosures at https://prairieviewwealthpartners.com/disclosures/ The material presented by PrairieView Wealth Partners is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by PrairieView Wealth Partners, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. PrairieView expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
PrairieView Wealth & Tax Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
PrairieView Wealth & Tax Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kaitlyn Hedger | Associate Wealth Advisor, Prairieview | Pleasant Prairie, Wisconsin, United States |
Email
|
| Tim Regan, Cfp, Chfc | Founder and CEO at Prairieview Wealth | Greater Chicago Area, United States |
Email
|
| Katie Umland | Head of Marketing at Prairieview Wealth | Tinley Park, Illinois, United States |
View
|
Employees by Management Level
Associate / junior
2 profiles
Executive
1 profile
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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