financial advisor in Geneva Frank Grossman
808 W State St
Geneva, IL 60134
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It is my pleasure to serve the financial needs of people in the Geneva, St. Charles, West Chicago, Downers Grove and Glen Ellyn areas. My experience in the financial industry started in 1987. California Insurance License #0N12391.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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'm a member of St. Peter Church. In my free time, my interests include golf, exercising and reading.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office808 W State St
Geneva, IL 60134
Secondary office736 Roosevelt Road
Glen Ellyn, IL 60137
Secondary office115 High St
West Chicago, IL 60185
Secondary office2201 W. 63rd Street
Downers Grove, IL 60516
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.