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Business Profile

Financial Services

Lenity Financial, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(630) 948-3330
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

About

Overview

Lenity Financial, Inc.

724 W State St Ste A

Geneva, IL 60134-2107

View Service Area

BBB Accredited Since: 5/10/2019

Years in Business: 8

Payment methods:

Check or Zelle

BBB Accreditation & Rating

Lenity Financial, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Lenity Financial is a Fee-Only Fiduciary. Services include Financial Planning, Financial statement preparation and analysis (including cash flow analysis/planning and budgeting), Insurance planning and risk management, Investment planning, Tax planning, Retirement savings and income planning, Education planning, Estate planning, Investment Management, Business Advisory, Financial planning for owner, executives and employees, Strategies to retain and attract employees, Retirement plan choice, design, selection, implementation, Employee Education – retirement and financial wellness, Cash management, Business Succession Planning and more. 

Products and Services

Financial Planning, Investment Management, Tax Planning, Business Advisory

Photos and Videos

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
8/13/2018
Business Started:
5/10/2016
Business Started Locally:
5/10/2016
Business Incorporated:
5/10/2016
Type of Entity:
Corporation
Business Management:
Mrs. Lisa Conrath-Bova, President
Mr. Mark Bova, Co-Owner

Additional Contact Information

Principal Contacts
Mrs. Lisa Conrath-Bova, President
Mr. Mark Bova, Co-Owner
Customer Contacts
Mrs. Lisa Conrath-Bova, President
Fax numbers
Primary Fax: (630) 457-5090
Social Media

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Financial Services, Tax Consultant, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management, Fiduciary, Public Speakers, Health Savings Administrators

Industry Tip

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BBB Tip: How to shop for financial services

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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