Scott Green, Financial Advisor located in Geneva, IL

Financial Advisor
Scott R Green

CFP®, CEPA®
2631 Williamsburg Ave Ste 302, Geneva, IL 60134opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Divorce Finances
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Backpacking
  • Cooking
  • Golfing
  • Woodworking

Team Members

  • Michelle Newton
    Sr. Branch Office Administrator
    FPQP®
  • Linda Mulholland
    Sr. Branch Office Administrator
  • Mary Peters
    Sr. Branch Office Administrator
    FPQP®
  • Amy Henry
    Sr. Branch Office Administrator
  • Katelyn Cook
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(630) 406-6948

Fax

(877) 399-4571

Office Address

2631 Williamsburg Ave Ste 302
Geneva, IL 60134opens in a new window

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