Leelyn Smith Tax

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10 N 3rd St
Geneva, IL 60134
+1 (630) 232-8995
https://www.theretirementnetwork.com

Leelyn Smith Tax, based in Geneva, IL, specializes in holistic wealth management, tax services, and family office solutions, emphasizing personalized plans tailored to each family's specific needs. With 115 years of combined experience, their team has successfully served over 900 families across 31 states, positioning themselves as fiduciaries committed to financial independence.

Dedicated to ongoing communication and collaboration, Leelyn Smith adopts an Agile Project Management approach to effectively monitor and adapt to the unique complexities of each client's financial situation. Their transparent compensation structure ensures no hidden fees while prioritizing the financial success and well-being of clients and their families.

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