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  Welcome to Lake Geneva Financial Services, located in Elm Grove Wisconsin. We have serviced insurance agents and clients in Wisconsin and other states since 1987.

Our focus has been to assist seniors in making wise financial decisions. We are happy to work with each person in designing plans for their present and future financial needs.

We offer about two dozen companies in individual health, group health, life, and annuities. Working together we can tailor a program that meets the needs of each individual.

Financial services encompass many different areas. Over the past years we have helped people with other issues including U S Savings Bonds.

We offer informational seminars; including employee benefits meetings on behalf of employers, US Savings Bond Seminars and agent licensing continuing education.


 

 









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