April Steffan

client service specialist at MEDIQUS Asset Advisors, Inc - Chicago, IL, United States

April Steffan's Colleagues at MEDIQUS Asset Advisors, Inc
William CFP

Financial and Investment Strategy Associate

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Nicole Imparl

Senior Operations Specialist

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William Thompson

Financial and Investment Strategy Associate

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Matt Paprocki

Director of Institutional Services

Contact Matt Paprocki

Marge Gofron

Client Service Specialist

Contact Marge Gofron

Julie Khazan

Vice President of Financial & Investment Strategy

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April Steffan's Contact Details
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MEDIQUS Asset Advisors, Inc
April Steffan's Company Details
MEDIQUS Asset Advisors, Inc logo, MEDIQUS Asset Advisors, Inc contact details

MEDIQUS Asset Advisors, Inc

Chicago, IL, United States • 1 - 10 Employees
Financial Services

About Us/The MEDIQUS Way(sm)We developed a consistent process designed to accomplish your objectives. The MEDIQUS Way(sm) Educate: The first step is for us to become educated about your unique needs. Understanding the "whole picture" is critical when working with medical organizations or retirement plan trustees. We then educate you about the hazards of today's environment, and shortcomings of your financial condition.Advise:Next we deliver unbiased advice that fits the situation. Implement:Next we implement strategies. Planning is of little value without action. We offer: •Investment Advisory Service. Our asset allocation service utilizes "no load" and institutional mutual funds or exchange traded funds (ETFs), all on a "fee only" basis. •Retirement Plan Platforms. We coordinate investment selection, participant education, custodians, record keepers, and third party administrators to simplify retirement plan platforms.Deliver Long Term Results:Finally, we deliver long-term monitoring, evaluation and guidance. As situations change (personally, professionally, or economically) we are committed to guide you toward your goals.

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Frequently Asked Questions about April Steffan
April Steffan currently works for MEDIQUS Asset Advisors, Inc.
April Steffan's role at MEDIQUS Asset Advisors, Inc is client service specialist.
April Steffan's email address is ***@mediqus.com. To view April Steffan's full email address, please signup to ConnectPlex.
April Steffan works in the Financial Services industry.
April Steffan's colleagues at MEDIQUS Asset Advisors, Inc are William CFP, Ron Paprocki, Nicole Imparl, William Thompson, Matt Paprocki, Marge Gofron, Julie Khazan and others.
April Steffan's phone number is ["+14124402065"]
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