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Home > Financial Planner Directory > Wisconsin > Milwaukee > Laura S. Barry, CFP®

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Laura S. Barry, CFP®

Baker Tilly Investment Advisors, LLC

777 E Wisconsin Ave
32nd Floor
Milwaukee, WI 53202
Phone: (414) 777-5408
Fax: (414) 777-5555

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Investment Management
Insurance
Life Planning
Retirement
Succession Planning
Long-term Care

How Planner Charges

Fee Only

Considerations: Fees based on Assets Under Management. Specialized planning and investment management for accumulation and distribution stages of life.

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