Delivering Comprehensive Financial Solutions Through:
When you choose our firm, you benefit from obtaining comprehensive advice from a team of highly-qualified professionals with backgrounds in accounting, financial planning, and portfolio management. We have guided clients and managed investment portfolios through some of the most challenging times in U.S. history. As a team, we have more than 100 years of combined asset management experience.
Independence & Objectivity
As an SEC registered investment advisory firm, we deliver objective, unbiased recommendations to our clients. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. We represent our clients and their interests, rather than any specific company. We work for you.
A Personal Profile, A Balanced Portfolio
Every investor’s profile is unique. Geneva Partners works with each client to develop a portfolio that is tailored to them, using a combination of stocks, bonds, exchange-traded funds, and cash to meet their various, personal needs.
If you are looking to partner with an experienced team who is fully dedicated to the growth and preservation of your wealth, we welcome you to contact us to get the conversation started.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding how capital gains are taxed may help you refine your investment strategies.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What’s the deal with your yearly free credit report?
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?