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Charles Schwab

500 S 3rd St # 135
Geneva, IL 60134 630-020-4935

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Great service with reasonable fees. - Aug 30, 2023

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Stifel

263 Shuman Blvd #130
Naperville, IL 60563 630-845-7900

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They ask the proper questions so they can advise on your needs. - Jan 13, 2016

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American Express

2720 Fargo Blvd
Geneva, IL 60134 630-262-1808

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No raters have left a written comment.

Clarus Financial Planning

1770 S Randall Rd #A-128
Geneva, IL 60134 630-492-1244

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No raters have left a written comment.

Country Financial

22 Crissey Ave
Geneva, IL 60134 630-208-1092

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No raters have left a written comment.

Leelyn Smith

10 N 3rd St
Geneva, IL 60134 630-232-8981

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They have fresh baked cookies in the office when you visit. - May 10, 2020

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Morgan Stanley Wealth Management

10 W State St #204
Geneva, IL 60134 630-262-2020

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Very honest and client oriented ... I've been with him for over 30 years - Aug 19, 2016

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Raymond James

13 S 2nd St #1-A
Geneva, IL 60134 331-248-0783

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No raters have left a written comment.

Thrivent Financial

324 W State St
Geneva, IL 60134 630-402-0052

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Waldoch Financial Service

324 W State St #1
Geneva, IL 60134 630-232-8270

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Excellent service - Nov 24, 2014

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.