Geneva Capital Management

Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions Visit genevacm.com to learn more. member FINRA/SIPC.

As fiduciaries, we always have the best interest of our clients at heart. Each advisor at GCM has a distinct expertise, as each of our clients have unique needs and goals. This means that each client inherits an entire TEAM to manage their wealth, tax concerns and overall financial planning! Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately o

wned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CT, FL, GA, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

There are ways to protect your business in the event of your death or the death of a partner.
06/03/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

06/01/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/29/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/27/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
05/25/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

What should you look for in a personal finance app?
05/22/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/20/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Can group and private disability policies work together?
05/18/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Do your kids have the right stuff for college?
05/15/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/13/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

Website

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