Connect with Top-Rated Financial Planners in Geneva!

Lenity Financial is a Fee-Only Fiduciary financial planning firm that provides kind and compassionate advice to individuals and families. Our experts can help with retirement planning, estate planning, investment management, insurance planning, and tax planning. Whether you're concerned about managing your investments, planning your legacy, or finding the right balance between work and leisure, we're here to help. Our team has over 50 years of collective experience and is dedicated to providing personalized service to each client.

Blue Haven Capital is a fee-only, full-fiduciary investment advisory firm that provides customized portfolio management services to individuals and institutions. With 40+ years of market expertise, the firm offers a personalized approach to investing and financial advisement in a cost-effective manner. The firm's experienced financial advisors work closely with clients to understand their unique goals and objectives, and develop tailored investment strategies to help them achieve their financial well-being. The firm's services include customized portfolio management, financial planning, and investment advice, all provided with a full fiduciary duty.