IL · Geneva

Fiduciary advisors in Geneva, IL

2 advisors with offices in Geneva. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed
2 results in Geneva

Lenity Financial, Inc.

Fiduciary ★5.0(10)

Geneva, Illinois

CFP

Fee-Only

Investment Management

Serving the Geneva community, Lenity Financial, Inc. offers professional investment advisory services tailored to each client's goals. The firm provides expertise in comprehensive financial planning. The firm operates on a Fee-Only basis. The firm holds a 5-star rating based on 10 reviews. The team holds CFP credentials. Contact Lenity Financial, Inc. to schedule a consultation and discuss your financial goals

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Financial advisors in Geneva, Illinois

Advisors serving Geneva specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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