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Home > Financial Planner Directory > Wisconsin > Milwaukee > John J. Barrett, Sr., CFP®, CLU®, ChFC®,
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John J. Barrett, Sr., CFP®, CLU®, ChFC®,

Northwestern Mutual Financial Network

731 North Jackson Street
Milwaukee, WI 53202-4612
Phone: (414) 203-6018
Fax: (414) 203-2252

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Bankruptcy
  • Business Taxes
  • Corporate Finance
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Minority Financing
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Tangible Assets
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

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.