Lenity Financial, Inc. - Geneva, Illinois

Introduction to Lenity Financial, Inc.

Lenity Financial, Inc. is a reputable financial planning firm, located at 724 W State St A, Geneva, IL 60134, offering a range of financial planning services. They have built a strong reputation for providing personalized financial guidance tailored to each client's unique needs and goals. As specialists in the field, they have the expertise to help clients make informed decisions about their financial future.

Services Offered

At Lenity Financial, Inc., they understand that financial planning is more than just numbers and investments; it's about helping clients achieve their life goals. Their specialties include comprehensive financial planning, retirement planning, estate planning, and investment management. They also offer online appointments and onsite services to accommodate their clients' schedules and preferences.

Accessibility and Other Amenities

The firm is committed to providing a comfortable and accessible environment for all clients. They offer a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. These facilities ensure that everyone can access their services without any barriers.

Client Reviews and Recommendations

Lenity Financial, Inc. has garnered high praise from its clients, with an average opinion rating of 5/5. Clients appreciate the personalized attention and empathetic approach of the firm's advisors. One notable review highlights the firm's ability to "plan for the future" with "empathy and care." Another client emphasized the "confidence" they gained from the firm's guidance, stating they "would trust [the advisors] more to help [them] plan [their] future."

In line with these positive reviews, it's evident that Lenity Financial, Inc. prioritizes building strong, trusting relationships with their clients. Their dedication to understanding each client's unique needs and goals sets them apart in the financial planning industry.

Why Choose Lenity Financial, Inc.

• Expertise and Experience: Their team of advisors has years of experience in the financial industry, providing them with the knowledge needed to guide clients effectively.
• Personalized Service: They understand that each client's financial situation and goals are unique, and they tailor their services to meet those specific needs.
• Accessibility: With online appointments and physically accessible facilities, they make it convenient for clients to access their services.
• Positive Client Reviews: The firm's commitment to client satisfaction is evident in the high praise they receive from their clients.

Final Recommendation

If you're looking for a financial planner who can help you navigate your financial future with empathy, expertise, and personalized attention, Lenity Financial, Inc. is an excellent choice. Their combination of professional experience, commitment to accessibility, and strong client relationships sets them apart in the industry. To learn more or schedule an appointment, visit their website or call them at 09483330.

👍 Reviews of Lenity Financial, Inc.

Elli K.

5/5

Lenity Financial should be given serious consideration when selecting your financial advisors. I can’t say enough about Mark and Lisa Bova. Their knowledge of the industry, financial and life planning and how to plan for the future has been invaluable for our family. They approach our relationship with empathy and care and I can’t think of anyone I would trust more to help me plan my future. They have given us confidence that we are making good decisions for retirement and we enjoy every interaction we have with them!

Chris K.

5/5

I use Lenity Financial for my business (company 401k) and personally (financial planning / investments) - our relationship has been excellent and I look forward to many more successful years.
Lisa and Mark Bova are tremendous to work with, they have lots of knowledge and experience to share along with greatly simplifying the complexities of the financial world!

Michael K.

5/5

Lisa and Mark Bova have been incredibly helpful to my family. They pay careful attention to detail and communicate ideas effectively. Not only are they creative, but they are tireless workers as well. (I get tired just watching them).
Words alone cannot do justice to their professionalism and integrity.

Sheri C.

5/5

Mark & Lisa have been a pleasure to work with. Very knowledgeable given the financial ups & downs with the market. Looking forward to future mtgs. & guidance on our financial future. I highly recommend them!

Mary A.

5/5

The Lenity Financial family is very knowledgeable with a personal touch.

Lynette

5/5