Mallory Giesen, Financial Advisor located in Skokie, IL

Financial Advisor
Mallory Giesen

CFP®, AAMS®, CRPC™
9711 Skokie Blvd Suite C, Skokie, IL 60077opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Women Investors
  • Inheritance Guidance
  • Sustainable Investing
  • Navigating Loss of Spouse
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Crocheting/Knitting
  • Traveling
  • Art & Theater
  • Spending Time with Family
  • Reading

Team Members

  • Terri Cousar
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(847) 674-6131

Fax

(844) 890-6584

Office Address

9711 Skokie Blvd Suite C
Skokie, IL 60077opens in a new window

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