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Jose R. Freyre, MBA, CFP®

Monarch Wealth Management

1200 N Mayfair Rd
Ste 210
Milwaukee, WI 53226
Phone: (414) 935-4900
Fax: (414) 935-4909

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Startup
  • Succession Planning

 

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.