Barrett Wealth Connection
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
2002 Holian Dr Ste 104, Spring Grove, Il...Phone Number
(815) 529-7527Website
www.bwconnect.coRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
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1
About Barrett Wealth Connection
Barrett Wealth Connection is a fee-only financial advisory firm based in Spring Grove, IL, specializing in financial planning, wealth management, retirement plans, and divorce planning. They cater to individuals, couples, divorcees, and retirement plan sponsors, providing tailored financial advice from experienced professionals. The firm aims to connect mindful money management with meaningful life planning, offering hourly advice for distinct planning needs. With a focus on safeguarding wealth and creating clarity in retirement plans, Barrett Wealth Connection seeks to provide a better avenue for investors beyond traditional Wall Street.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Barrett Wealth Connection
<$5M
1-10
Private
-
2012
N/A
Company Profile Activity
Activity Insights
Barrett Wealth Connection is experiencing very low activity levels compared to other companies in the Finance sector.
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Barrett Wealth Connection is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Barrett Wealth Connection.
Barrett Wealth Connection Tech Stack
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Barrett Wealth Connection is a fee-only financial advisory firm based in Spring Grove, IL, specializing in financial planning, wealth management, retirement plans, and divorce planning. They cater to individuals, couples, divorcees, and retirement plan sponsors, providing tailored financial advice from experienced professionals. The firm aims to co... Read More
