My Advisor & Planner
Categories
Investment ManagerFinancial Planners & AdvisorsFinancial Services
- 107 S. 2nd Street Geneva IL 60134
- (630) 457-4068
- (866) 838-5336
- (630) 445-0042
- Send Email
- Visit Website
Hours:
Open M - F from 8:30 am to 5:30 pm. TH evenings and Saturday mornings by appointment only.
Driving Directions:
1/2 block North of Main Street (Hwy 38) on the East side of N. River Lane. Free parking across the street and North of the building. Main entrance off the courtyard shared with Riverside Receptions
About Us
My Advisor & Planner is an independent, privately-held wealth management team based in Geneva, Illinois and with clients from coast to coast. Veteran wealth management advisors work as a team to help identify and address your unique needs related to your lifestyle and legacy goals. With a focus on private business owners, their family, and their key employees and help with financial planning, investment management, retirement plans, estate planning, and more.
Images
Rep/Contact Info
Michael Holevas, CFA
Wealth Manager
- Phone: (630) 457-4068
- Fax: (630) 445-0042
- Send an Email
- 107 S. 2nd St. Geneva IL 60134
Tom McCartney
Founding Principal
- Phone: (630) 457-4068
- Fax: (630) 445-0042
- Send an Email
- 107 S. 2nd Street Geneva IL 60134
Sharon A. Piet
Co-Founder and Wealth Manager
- Phone: (630) 457-4068
- Fax: (630) 445-0042
- Send an Email
- 65 N. River Lane Suite 212 Geneva IL 60134
