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 8:00 am to 5:30 pm. TH evenings and Saturday mornings by appointment only.
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.
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
