wiseradvisor

Paul Garrett
Garrett Consulting Corporation

Tel: (630) 576-5182
101 W. 22nd Street
Suite 200
Lombard, IL 60148
Garrett Consulting Corporation | Financial Advisor in Lombard ,IL

About Garrett Consulting Corporation

Garrett Consulting is a professional financial consulting organization that recognizes and strives to fulfill our clients' goals. Over the past 31 years, Paul Garrett has worked one-on-one with private businesses, individual investors, and corporations to come up with comprehensive plans to pursue clients' financial needs.


General Information

Firm Start Year:   1988
No.of Employees:   5-9
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   National Financial
States Licensed in:   IL
Number of Years with Current Firm:   19
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Mortgages & Real Estate, Annuities, Insurance, Managed Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At your office, At your home, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Long Term Care, Health, Disability, Annuity
Non-Financial Organization Memberships:   Better Business Bureau


Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   250
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   $154,000,000
Advisor's Number of Clients:   240
Advisor's Number of Managed Clients:   240
Advisor's Number of Planning Clients:   240
Assets Managed by Advisor:   $130,000,000


Compliance

Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Commissions, Based on Assets




Disclaimer

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MI, MO, NC, NE, NV, NY, OH, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

Paul Garrett

Paul Garrett

Paul is the principal executive of Garrett Consulting Corporation and in his role is directly responsible for all investment, insurance and employee benefit product sales, marketing, administration and compliance regulation for the organization. He has been a practicing financial planner for over 31 years. He operates in a fiduciary capacity.

Paul's primary expertise is in investment planning, with an emphasis in qualified and non-qualified retirement plan consulting for small and medium sized businesses. He currently commands a client base of over 260 individual, business and institutional investors, and is managing in excess of $130 million for these clients. He holds a General Securities Representative (Series 7) and a General Securities Principal (Series 24) License with the Financial Industry Regulatory Authority (FINRA) and is a candidate for the Certified Financial Planner accreditation. Paul is highlighted as one of the top 7% of financial advisors as a Five-Star wealth manager in the November 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 issues of Chicago Magazine.

Paul coordinates total financial plans for business and personal clients and is facile in the areas of business and personal life insurance, retirement, business strategy, employee benefit, executive benefit, disability insurance, estate, college funding and tax planning.

Paul resides in the western suburb of Oak Brook. He is active in the community, is a member of several professional organizations (including the Better Business Bureau), and is an accomplished guitarist and bassist who also enjoys swimming and serves on several nonprofit boards.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Communities Served

Arlington Heights Barrington
Batavia Buffalo Grove
Carol Stream Chicago
Clarendon Hills Darien
Deerfield Des Plaines
Downers Grove Elmhurst
Forest Park Geneva
Glencoe Glenview
Hinsdale Itasca
Kenilworth La Grange
Lisle Medinah
Mount Prospect Naperville
Northbrook Oak Brook
Oak Park Orland Park
Oswego Palatine
Palos Heights Palos Park
Plainfield Saint Charles
Schaumburg Sugar Grove
Tinley Park Warrenville
Western Springs Westmont
Wheaton Willow Springs
Wilmette Winfield
Winnetka Wood Dale