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George H. Mathes, CFP®, MBA

Cleary Gull

100 East Wisconsin Ave
Ste 2400
Milwaukee, WI 53202
Phone: (815) 338-1850
Fax: (815) 337-3932

Toll-free: (877) 462-8437

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

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