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Geneva Partners

Geneva Partners

Investment Management, 111 E Wacker Dr Ste 2603, Lake Geneva, Wisconsin, 60601, United States, 1-10 Employees

genevapartnersllc.com

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phone no Phone Number: +12*********

Who is GENEVA PARTNERS

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....

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  • 111 E Wacker Dr Ste 2603, Lake Geneva, Wisconsin, 60601, United States Headquarters: 111 E Wacker Dr Ste 2603, Lake Geneva, Wisconsin, 60601, United States
  • 2004 Date Founded: 2004
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211

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Geneva Partners Org Chart and Mapping

Employees
Valerie Lamp

Valerie Lamp

Managing Director

Steve Schwefel

Steve Schwefel

President

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Frequently Asked Questions Regarding Geneva Partners

Answer: Geneva Partners's headquarters are located at 111 E Wacker Dr Ste 2603, Lake Geneva, Wisconsin, 60601, United States

Answer: Geneva Partners's phone number is +12*********

Answer: Geneva Partners's official website is https://genevapartnersllc.com

Answer: Geneva Partners's revenue is $1 Million to $5 Million

Answer: Geneva Partners's SIC: 6211

Answer: Geneva Partners has 1-10 employees

Answer: Geneva Partners is in Investment Management

Answer: Geneva Partners contact info: Phone number: +12********* Website: https://genevapartnersllc.com

Answer: 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 clients 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.

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