barrettgroup.wfadv.comBarrett Group of Wells Fargo Advisors, Hinsdale IL

Toggle navigation HomeOur Team Our Firm Our Services Resources Articles Newsletters Contact Us Access Your Account Previous Next Comprehensive Planning The Barrett Group believes that before you make an investment decision, it is important that they understand where you are today and where you want to be in meeting your investment goals. Using a disciplined process, they will design a custom investment plan for you. In particular, they offer: Providing customized financial strategies and asset/management services. Understanding of retirement programs including Self-Directed IRAs, Roth IRAs, and Simplified Employee Pensions (SEP). Coordination of recommendations from your attorney, accountant, and other professional advisors. Education-funding analysis to project college costs and estimate the funds you will need to send your child to college. Extensive experience working with Illinois Fire and Police Pension Funds. The Barrett Group of Wells Fargo Advisors 111 South Lincoln Street Suite 200 Hinsdale, IL 60521 630.734.8910 Send a Message HomeOur Team Our Firm Our Services Resources Articles Newsletters Contact Us Access Your Account This information is intended for use only by residents of (AZ, CA, DC, DE, FL, GA, IL, IN, KY, MI, MN, MO, NC, NV, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products: Not Insured by the FDIC or any Federal Government Agency Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. A note about Social Media : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social . ©2020 Wells Fargo Clearing Services, LLC. All rights reserved. Legal Site Map Security Privacy Policy FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals X x Important notice: You are leaving the Wells Fargo website PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website. Continue Return to Wells...