Steve Schwefel's Colleagues at Geneva Partners
Steve Schwefel's Contact Details
HQ
800-318-4882
800-318-4882
Location
Lake Geneva, Wisconsin, United States
Lake Geneva, Wisconsin, United States
Company
Geneva Partners
Geneva Partners
Steve Schwefel's Company 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.
Frequently Asked Questions about Steve Schwefel
Steve Schwefel currently works for Geneva Partners.
Steve Schwefel's role at Geneva Partners is President.
Steve Schwefel's email address is ***@genevapartnersllc.com. To view Steve Schwefel's full email address, please signup to ConnectPlex.
Steve Schwefel works in the Investment Bank/Securities Brokerage industry.
Steve Schwefel's colleagues at Geneva Partners are Valerie Lamp, Keith Schwefel, Dean Schwefel and others.
Steve Schwefel's phone number is 800-318-4882