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Janice Goldman Picker Ameriprise Financial Advisor

Janice Goldman Picker

Financial Advisor

Franchise Owner

We shape financial solutions for a lifetime.®

 
 

29

Years of Experience


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GOLDMAN PICKER AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • University of Arizona: Bachelor of Arts
  • Northeastern Illinois University: Masters in Counseling and Guidance
  • California State University Northridge: Masters in Administration for Not-For-Profits
  • Registered Investment Advisor
  • Series 7
  • Insurance License, Long Term Care, Health and Variable Annuity
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Office Location

1130 Lake Cook Rd
Ste 130A
Buffalo Grove, IL 60089-1974
Map Phone: 847.499.3245 Fax: 847.850.5511

Hours: Monday8:30 a.m. - 5 p.m.
Tuesday8:30 a.m. - 5 p.m.
Wednesday8:30 a.m. - 5 p.m.
Thursday8:30 a.m. - 5 p.m.
Friday8:30 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.


Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010
  • Ameriprise Circle of Success, 2010

Professional Networks

View my LinkedIn Profile


Education

  • University of Arizona Bachelor of Arts
  • California State University Northridge Master of Arts Administration
  • Northeastern University Masters of Arts Counselling and Guidance

My Approach

As a financial advisor focusing on working with women, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

I was fortunate enough to find my soulmate at age 58. I am enjoying the pleasures and challenges of a blended family consisting of 6 young adult children. It is our job to put the finishing touches on them.There is a lot of planning that goes into making everything fair for all involved.

Also my husband ,who is a CPA by day, is emerging into a singer of the American Songbook.

I am starting a new frontier spearheading the Senior Supremes, and entertaing all those who relish the 1960's.

Also near and dear to my heart are my 2 poodles , Eenie and Ruby and I like to support the American Humane Society any way I can .


Community Participation

American Humane Society, National Multiple Sclerosis Society ,

Adler Womens Board

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in IL.
Based on licenses and registrations I hold, I may also conduct business in OR, VA, CA, NC, FL, NY, MD, WA, MI, IA, IN, AZ, CO, NV, NJ.

CA Insurance #0G99761

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • 1As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.