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From My Advisor & Planner

My Advisor & Planner (MAP) is a private wealth management firm that works to help assure lifestyle and legacy for the affluent client and their family. Our team takes a planning approach and customizes investment and insurance solutions as we collaborate with attorneys and accountants in an effort to best serve. We are an independent, privately-held firm which allows for an uncluttered focus on you, the client. MAP is also part of a privately-held consortium that has been serving high net worth clients for over forty years.

Hours

Monday: 8AM - 5:30PM
Tuesday: 8AM - 5:30PM
Wednesday: 8AM - 5:30PM
Thursday: 8AM - 5:30PM
Friday: 8AM - 5:30PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

My Advisor & Planner

107 S 2nd St, Geneva

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