At Leelyn Smith, we don’t see success as a destination, but a journey.
That’s why we do things a little differently. We believe in more listening. More caring. More hard work. That’s what fuels us.
And that’s how we create personalized, holistic plans to pursue financial independence for each and every one of our clients—and their families.
We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions.
Putting your family needs at the forefront through a comprehensive suite of services — including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning.
All to ensure your financial independence translates to personal success — to be enjoyed today and for generations to come.
Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment Advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Leelyn Smith may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Company Details
- Employees
- 27
- Founded
- -
- Address
- 10 N 3rd St, Geneva,illinois 60134,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://leelynsmith.com
- Keywords
- Wealth Management, Tax, Family Office, Investment Management, Financial Planning, Estate Planning, Retirement Planning, Risk Management, Income Tax Planning, Tax Preparation and Filing, Family Office Support, CFO Services, Philanthropic Planning, Legacy Planning.
- HQ
- Geneva, Illinois
Leelyn Smith Questions
Leelyn Smith's website is http://leelynsmith.com
Leelyn Smith's LinkedIn profile is https://www.linkedin.com/company/leelyn-smith
Leelyn Smith has
27 employees.
View email and phone details for 27
employees at Leelyn Smith.
Leelyn Smith's industry is
Financial Services
Leelyn Smith's top competitors are
Airchicago,
Ip Financial Advisory Services, Llc,
Lake Growth Financial Services,
Cohnreznick,
Efg Advisors,
Eisneramper,
William Blair,
Anchin,
Wd Wealth Strategies,
Greatstone Wealth.
Leelyn Smith's categories are Financial Services
Leelyn Smith's founding year is 1968
