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Do You Want Financial Clarity, Control, and Freedom
With almost 25 years of experience as a financial advising professional, Jeff Panik knows that his job is to help clients strike a balance between living well today and planning for the future. Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.
Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work towards achieving their dreams. The first in his family to attend college, Jeff attended Duquesne University in Pittsburgh, PA. After graduating, Jeff enlisted in the U.S. Army, spending much of his service in South Korea and later at Fort Bragg in North Carolina. When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Jeff has worked at both large investment and independent financial planning firms, and today believes that being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.
CONTACT DETAILS:
Email: [email protected]
Business: Balance Wealth Partners
Website: www.jeffreypanik.com
www.balancewealthpartners.com
Social Media:
LinkedIN - www.linkedin.com/in/jeffpanik/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work towards achieving their dreams. The first in his family to attend college, Jeff attended Duquesne University in Pittsburgh, PA. After graduating, Jeff enlisted in the U.S. Army, spending much of his service in South Korea and later at Fort Bragg in North Carolina. When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Jeff has worked at both large investment and independent financial planning firms, and today believes that being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.
CONTACT DETAILS:
Email: [email protected]
Business: Balance Wealth Partners
Website: www.jeffreypanik.com
www.balancewealthpartners.com
Social Media:
LinkedIN - www.linkedin.com/in/jeffpanik/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
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By Just Minding My Business Media
4.8
1010 ratings
With almost 25 years of experience as a financial advising professional, Jeff Panik knows that his job is to help clients strike a balance between living well today and planning for the future. Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.
Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work towards achieving their dreams. The first in his family to attend college, Jeff attended Duquesne University in Pittsburgh, PA. After graduating, Jeff enlisted in the U.S. Army, spending much of his service in South Korea and later at Fort Bragg in North Carolina. When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Jeff has worked at both large investment and independent financial planning firms, and today believes that being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.
CONTACT DETAILS:
Email: [email protected]
Business: Balance Wealth Partners
Website: www.jeffreypanik.com
www.balancewealthpartners.com
Social Media:
LinkedIN - www.linkedin.com/in/jeffpanik/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work towards achieving their dreams. The first in his family to attend college, Jeff attended Duquesne University in Pittsburgh, PA. After graduating, Jeff enlisted in the U.S. Army, spending much of his service in South Korea and later at Fort Bragg in North Carolina. When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Jeff has worked at both large investment and independent financial planning firms, and today believes that being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.
CONTACT DETAILS:
Email: [email protected]
Business: Balance Wealth Partners
Website: www.jeffreypanik.com
www.balancewealthpartners.com
Social Media:
LinkedIN - www.linkedin.com/in/jeffpanik/
Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.
Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.