Kelsey Wagner

Client Relationship Associate at PJS Investment Management - Cedarburg, WI, US

Kelsey Wagner's Colleagues at PJS Investment Management
Jason Lacey

Executive Vice President | Portfolio Manager | Financial Planner

Contact Jason Lacey

Brenda Feinberg

Portfolio Accountant at PJS Investment Management

Contact Brenda Feinberg

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Kelsey Wagner's Contact Details
HQ
262-377-0484
Location
Cedarburg, Wisconsin, United States
Company
PJS Investment Management
Kelsey Wagner's Company Details
PJS Investment Management logo, PJS Investment Management contact details

PJS Investment Management

Cedarburg, WI, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

PJS Investment Management is a comprehensive portfolio management and wealth planning firm committed to helping our clients improve their long-term financial success. We have access to over seven decades of combined investment experience based on sound research, knowledge, integrity, and a high level of personal service.PJS Investment Management provides a purpose-driven, goals-directed investment process for high-net worth individuals, and families looking for a comprehensive, proactive wealth advisory and fiduciary investment services. We help our clients preserve and grow wealth through the use of extensive market experience, cost-effective investment vehicles, and strategies that are continually refined since we were established in 1981. In its simplest form, we are committed to enriching the lives of our clients by delivering personal and professional investment management services, unsurpassed client satisfaction, and financial peace of mind.We welcome you to learn more about the wealth management benefits PJS Investment Management offer our clients at www.pjsinvestment.com. Thank you for considering PJS Investment Management for your investment management and wealth planning needs!

Customized Investment Portfolios Tactical Approach to Portfolio Management Comprehensive Wealth Planning Accessibility
Details about PJS Investment Management
Frequently Asked Questions about Kelsey Wagner
Kelsey Wagner currently works for PJS Investment Management.
Kelsey Wagner's role at PJS Investment Management is Client Relationship Associate.
Kelsey Wagner's email address is ***@pjsinvestment.com. To view Kelsey Wagner's full email address, please signup to ConnectPlex.
Kelsey Wagner works in the Investment Bank/Securities Brokerage industry.
Kelsey Wagner's colleagues at PJS Investment Management are Kelly Mesarich, Scott CIMA, Jason Lacey, Patrick Sommerfield, Emily Parchim, Brenda Feinberg, Scott Conger and others.
Kelsey Wagner's phone number is 262-377-0484
See more information about Kelsey Wagner