Leelyn Smith

  • Financial Services
  • Geneva IL
  • 24 employees
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Company Overview

Headquarters
10 N 3rd St, Geneva IL
Website
leelynsmith.com
Phone
(630) 232-8995
Employees
24
Founded in
1968
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Leelyn Smith

Leelyn Smith is a registered investment advisor located in Geneva, Illinois. The firm is a small business with 24 employees and generates over $10,000 in annual revenue. Leelyn Smith provides a comprehensive suite of financial services aimed at helping individuals and families achieve their financial independence. Their services include personalized investment strategies, portfolio management, estate planning, retirement income planning, and cash flow planning. Leelyn Smith differentiates itself by emphasizing a personalized, holistic approach to financial planning. They place a strong focus on listening to their clients' needs and creating customized solutions tailored to their unique circumstances. The firm also operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. You can learn more about Leelyn Smith and their services at leelynsmith.com.

Company Leadership

Kevin Prendergast

Partner

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Leelyn Smith Industry Tags

Financial Services
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Leelyn Smith Tech Stack

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FAQ

What is the location of Leelyn Smith's headquarters?
The headquarters of Leelyn Smith are situated at 10 N 3rd St, Geneva IL
What is Leelyn Smith's phone number?
Leelyn Smith's contact number is (630) 232-8995.
What is Leelyn Smith's official website?
The official website of Leelyn Smith can be found at leelynsmith.com.
What is Leelyn Smith's current revenue?
As of January 2023, Leelyn Smith's annual revenue reached $10B.
How many employees does Leelyn Smith currently have?
Leelyn Smith employs approximately 24+ people as of January 2023
Which industries is Leelyn Smith primarily operating in?
Leelyn Smith operates in the following industries: Credit, Finance
Who is the Partner of Leelyn Smith?
Leelyn Smith's Partner is Kevin Prendergast
What are Leelyn Smith's industry tags?
Leelyn Smith's industry tags include: Financial Services
When was Leelyn Smith founded?
Leelyn Smith was founded in 1968.

Employee Directory

Key Employees

Drew Grider

President

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Wendi Svitak

Relationship Manager

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John Grebe

Principal

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Chris McManama

Chief Operating Officer

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Perry Argiropoulos

Operations Analyst

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Michele Tomlinson

System Analyst

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