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Home > Financial Planner Directory > Wisconsin > Green Bay > Kathleen M. Baumgartner, CFP®
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Kathleen M. Baumgartner, CFP®

Journey Financial

2555 Continental Ct
Ste 4
Green Bay, WI 54311
Phone: (920) 884-0240

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.