Joel C. McNeil,  CFP<sup>&reg;</sup> - Financial Advisor

Joel C. McNeil, CFP®

Director of Advisory Services

Isthmus Partners

1 S Pinckney St, Suite 818
Madison, WI 53703
FINANCIAL ADVISOR'S WEBSITE
(844) 478-4687
(608) 729-0947

General

Joel McNeil is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Isthmus Partners in Madison, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Special Needs

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