Mark Geraci Email & Phone Number

Crystal Lake, Illinois, United States

I do my best work for couples who are over the age of 55 and retired or almost there (within 5 years). My clients typically live in the Northwest Suburbs of Chicago, are busy with life and nice, fun people to work with. Many share these common traits…-Have a strong work ethic modeled after their parents and grandparents-Are smart enough to manage their own money but choose not to-Love their families and enjoy close relationships with them-Value their health and enjoy being active-Are diligent savers but rarely splurge on themselves-Value open and honest personal relationships-Like the convenience of having one primary Advisor-Appreciate short, value-packed meetings-Want to avoid making mistakes or losing money to needless taxes-Are comfortable with my simple fee structure of assets under management Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the Contact Info tab in top box on this page. The LPL Financial Registered Representative associated with this page may only discuss, and/or transact business with residents of the following states: IL, WI, FLThird 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.

Libertyville, Il

I started as a Client Service Representative when joining The Tranel Financial Group through Money Concepts in 2007. As part of a team, I helped coordinate client meetings, record and document notes, handle back office systems, prepare annual review summaries, and assist in researching personal requests directly from clients and the owner.In August of 2008, I began providing retirement income planning advice and investment advisory services to clients as a Wealth Management Advisor. By July of 2010 I was responsible for servicing over 100+ personal clients.I was the firm's leading specialist on college funding strategies for parents of high school students seeking to maximize their financial aid packages. I was a key member of the firm's internal Investment Committee. Responsibilities included researching the core mutual funds and allocations used in client model portfolios. The committee met monthly to discuss macro economic trends and make decisions about firm investment policy and direction.

Deerfield, Il

I started in the insurance business in 2004. After graduating from college in December 2003, I was introduced to a family friend who was starting a multi-line Agency in Deerfield, IL.In my support role, I helped get the Agency up and running by proactively contacting the local customers (and prospective customers) and inviting them in for insurance reviews. I specialized in offering home and auto insurance packages. I worked mainly with married homeowners in the area who were looking to lower their rates and also get a more responsive agent.I also handled most of the computer systems, billing software and electronic data storage needs for the agency.

Bachelor Of Science (B.S.), Entrepreneurship/Entrepreneurial Studies

Associate Of Science (A.S.), General Studies

Concentrated studies in Biology.