We are located at 65 N. River Lane, Suite 212, in historic Geneva, IL 60134.
Upon your arrival, you will find public parking immediately across the street as well as adjacent to the North side of our building.
Proceed down the stairs into the courtyard pictured behind Ivy in the photo at the top left.
As you enter the courtyard at the bottom of the stairs, you will see the entrance to Building C on your left. There is a My Advisor & Planner sign outside of the door. Please enter and proceed to the front of the building on the second floor.
If you have any questions, don’t hesitate to call us at (630) 457-4068.
We look forward to seeing you!
Copyright © 2021 My Advisor & Planner LLC - All Rights Reserved.
Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.