Investment Services in Geneva

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Edward Jones - Financial Advisor: Matthew Briggs Verified by Yext

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2000 S Batavia Ave, Suite 510, Geneva, IL

630-208-0649

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Fidelity Investments - Relocated Verified by Yext

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987 South Randall Road, Geneva, IL

800-367-1131

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Fidelity Investments - Relocated Verified by Yext

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987 South Randall Road, Geneva, IL

800-367-1131

Investment Services Firms Financial Planning Firms

Visit Your Local Investor Center Today!

The Geneva Investor Center is relocating to 47 E. Chicago Ave, Suite 124, Naperville, IL 60540 on Monday, 11/24/2025. Please note the current location: 987 South Randall Road, Geneva, IL 60134 will be closed all day Thursday, 11/20/2025 and Friday, 11/21/2025. Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule... Read More about Fidelity Investments - Relocated

KT Cornerstone Group - Morgan Stanley

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KT Cornerstone Group - Morgan Stanley

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Timothy Sjostrom - Morgan Stanley

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630-262-2285

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Timothy Sjostrom - Morgan Stanley

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630-262-2285

Kristin Kotsakis - Morgan Stanley

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630-262-2023

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Kristin Kotsakis - Morgan Stanley

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630-262-2023

Rick Romano - Morgan Stanley

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Rick Romano - Morgan Stanley

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Brian Ohlinger - Morgan Stanley

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Brian Ohlinger - Morgan Stanley

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Ted Tenney - Morgan Stanley

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10 West State St, Ste 204, Geneva, IL

Ted Tenney - Morgan Stanley

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10 West State St, Ste 204, Geneva, IL

Tammy M Swanson - Morgan Stanley

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Tammy M Swanson - Morgan Stanley

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The Geneva Riverside Group - Morgan Stanley

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10 West State St, Ste 204, Geneva, IL

The Geneva Riverside Group - Morgan Stanley

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10 West State St, Ste 204, Geneva, IL

Brett Meyer - Morgan Stanley

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Brett Meyer - Morgan Stanley

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Wells Fargo Advisors

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Wells Fargo Advisors

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Edward Jones - Financial Advisor: Scott R Green, CFP®|CEPA® Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-406-6948

Edward Jones - Financial Advisor: Scott R Green, CFP®|CEPA® Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-406-6948

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Scott M Lange Verified by Yext

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401 Williamsburg Avenue, Geneva, IL

630-232-2590

Edward Jones - Financial Advisor: Scott M Lange Verified by Yext

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401 Williamsburg Avenue, Geneva, IL

630-232-2590

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Lance Clemens, CFP®|CEPA®|CRPC™|CRPS™ Verified by Yext

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2172 Blackberry Drive, Suite 104, Geneva, IL

331-291-7115

Edward Jones - Financial Advisor: Lance Clemens, CFP®|CEPA®|CRPC™|CRPS™ Verified by Yext

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2172 Blackberry Drive, Suite 104, Geneva, IL

331-291-7115

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Brad Brown, CFP®|AAMS®|CRPC™ Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-938-7605

Edward Jones - Financial Advisor: Brad Brown, CFP®|AAMS®|CRPC™ Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-938-7605

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Mike Ulaszek, CRPC™ Verified by Yext

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39w250 Herrington Blvd, Ste E-1, Geneva, IL

630-232-2575

Edward Jones - Financial Advisor: Mike Ulaszek, CRPC™ Verified by Yext

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39w250 Herrington Blvd, Ste E-1, Geneva, IL

630-232-2575

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Ronald Pryer Verified by Yext

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2000 S Batavia Ave, Suite 510, Geneva, IL

630-578-6963

Edward Jones - Financial Advisor: Ronald Pryer Verified by Yext

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2000 S Batavia Ave, Suite 510, Geneva, IL

630-578-6963

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Tom Zarndt Verified by Yext

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2000 S Batavia Ave, Suite 520, Geneva, IL

630-879-8176

Edward Jones - Financial Advisor: Tom Zarndt Verified by Yext

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2000 S Batavia Ave, Suite 520, Geneva, IL

630-879-8176

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Mike Flentge Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-406-6863

Edward Jones - Financial Advisor: Mike Flentge Verified by Yext

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2631 Williamsburg Ave, Ste 302, Geneva, IL

630-406-6863

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Sara L Mills Verified by Yext

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477 S Third Street, Suite 142, Geneva, IL

630-232-2204

Edward Jones - Financial Advisor: Sara L Mills Verified by Yext

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477 S Third Street, Suite 142, Geneva, IL

630-232-2204

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.