

Financial Advisor
Lance Clemens
MBA, CFP®, CEPA®, CRPC™, CRPS™
2172 Blackberry Drive, Suite 104, Geneva, IL 60134opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Entrepreneurs & Business Owners
- Manufacturing Professionals
- Business Retirement Plans
- Military Professionals & Veterans
- Retirement Income Strategies
- Wealth Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Manufacturing Professionals
- Business Retirement Plans
- Military Professionals & Veterans
- Retirement Income Strategies
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CEPA®
Certified Exit Planning Advisor®CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Community Outreach
- Outdoor Enthusiast
- Traveling
- Personal Fitness
- Golfing
Team Members
Andrea GambillSr. Branch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:30PM |
| Tue | 09:00AM - 05:30PM |
| Wed | 09:00AM - 05:30PM |
| Thu | 09:00AM - 05:30PM |
| Fri | 09:00AM - 05:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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