Frank Grossman | Financial Advisor | Geneva, IL | U.S. Bancorp Wealth Management

Frank Grossman

CWS®
Wealth Management Advisor
U.S. Bancorp Investments

630.943.4026

Primary office
808 W State St
Geneva, IL 60134

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About me

It is my pleasure to serve the financial needs of people in the Geneva, St. Charles, West Chicago, Downers Grove, and Glen Ellyn areas. I have worked in the financial services industry since 1987.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time as a member of St. Peter Church, and in my extra free time, I enjoy golf, working out and reading.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.