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Find Retirement Advisors for Retirement Planning in Geneva, Illinois

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Geneva, Illinois

Last Updated - March 21, 2024

Geneva has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Geneva, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Geneva, Illinois

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Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

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Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Geneva, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LEELYN SMITH, LLC
10 N. Third Street,
Geneva, IL, 60134
$466,095,202126321
A Percentage of AUM, Hourly charges, Fixed Fees
2
THIRD STREET ADVISORS, LLC
477 S Third Street, Suite 220
Geneva, IL, 60134
$90,389,2572457
A Percentage of AUM
3
MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC
816 South Street,
Geneva, IL, 60134
$35,274,13722
A Percentage of AUM

Information on Top Retirement Planning firms in Geneva, Illinois

QualificationsFirm CRD# 110517

Assets Under Management $466,095,202

No. Of Clients1263

Clients Per Financial Advisor60

LEELYN SMITH, LLC is a financial advisory firm situated in Geneva, Illinois. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 113212

Assets Under Management $90,389,257

No. Of Clients245

Clients Per Financial Advisor35

THIRD STREET ADVISORS, LLC is a financial advisory firm situated in Geneva, Illinois. With a nearly $90M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 139363

Assets Under Management $35,274,137

No. Of Clients2

Clients Per Financial Advisor1

MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Geneva, Illinois. With a nearly $35M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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