Geneva Partners

Investment Bank/Securities Brokerage - Chicago, IL, US

Geneva Partners Employees
Valerie Lamp

Managing Director

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Steve Schwefel

President

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Keith Schwefel

Marketing and Client Relations Associate

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Dean Schwefel

Senior Investment Analyst

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Geneva Partners Senior Management
Valerie Lamp

Managing Director

Contact Valerie Lamp

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Geneva Partners Details

Geneva Partners is a fee-only, SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. We utilize a team approach in developing a client's investment portfolio by assessing their long-term objectives − analyzing cash flow needs, income tax liabilities, and retirement goals are part of this process. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.

Geneva Partners logo, Geneva Partners contact details
Employees: 5 - 9
HQ: 800-318-4882
Location: Chicago, IL, US
Revenue: Not Available
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