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Geneva Partners

800-318-4882

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Geneva Partners is a financial services firm. It offers  investment services such as common stocks and bonds, financial planning and tax planning and insurance types such as long-term care, life,and disability income.

Tax planning services include tax return preparation, audits, business start-ups, counsel, corporate taxes, and representation before the IRS.

  • Fax: 262-248-1321
  • Hours: By appointment
  • Services: Asset management, Financial advice, Investment banking, Stock brokerage
  • Type: Business, Personal
  • Services: Estate planning, Financial planning/counseling, Retirement planning
  • Specialties (insurance): Disability, Life, Long-term care
  • Type (insurance): Personal
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