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Business Profile

Financial Services

Lenity Financial, Inc.
Visit Website(630) 948-3330
See Hours
Operating Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

About

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

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
LinkedIn
Facebook

Additional Information

Referral Assistance
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
chicago@sec.gov

Industry Tip

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