Specialties
About Me
Licensed Financial Rep and Insurance Agent in Wisconsin.
John Patrick Planning Group: Aiding clients with Financial Strategies, Retirement Income Planning, Long Term Care Insurance, Healthcare, Medicare, Life Insurance and Employee Benefits. We have a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your goals a reality. We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals and dreams.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CHEA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and advisory services offered through Harbour Investments, Inc. Member FINRA, SIPC . Securities licensed in Wisconsin.