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My Advisor & Planner LLC

  • Insurance & Investments
65 N River Lane
Suite 212
Geneva, IL 60134
(630) 457-4068
(866) 838-5336
(630) 445-0042 (fax)
Hours:
M-F 8 AM to 5:30 PM unless the markets are closed. Evenings and weekends by appointment only.

About Us

We are veteran wealth management advisors with various backgrounds of expertise. We'll be here to help all of our clients with their unique needs related to their lifestyle and legacy.Here at My read more
  • About

    We are veteran wealth management advisors with various backgrounds of expertise. We'll be here to help all of our clients with their unique needs related to their lifestyle and legacy.Here at My Advisor & Planner LLC we understand that financial planning for your future can be uncertain, especially in today's economy. We want to help make your dreams become a reality for you and your family for generations to come.

  • Highlights

    • Investment Management
    • Life, Disability, and LTC Insurance
    • 401(k) / Profit Sharing Plans
    • High Net Worth
  • Media

  • Directions

    A quick 25 minute drive to historic downtown Geneva. We are located just North of Hwy 38 on the West bank of the Fox River in a historic building adjacent to River Park. Ample public parking.