Geneva, IN Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,955 offices

Location

408 E Line St

Geneva IN 46740

Advisors at this office

3

Advisors at this office

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Roger F

Series 63, Series 66

Geneva, IN

Raymond James Financial

Roger Flueckiger Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Thurston Springer. He serves on the finance and investment committee of the Boys and Girls Club of Adams County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support diverse client goals and maintains a notable affiliation with a municipal advisor to support public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tina M

Series 66

Geneva, IN

Raymond James Financial

Tina Marbach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and several years of experience in banking and financial services. Her background includes roles at FM Investment Services, F&M Bank, Wells Fargo, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools to align strategies with client goals while supporting a wide advisor network and specialized municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lorie G

Series 63, Series 65

Geneva, IN

Raymond James Financial

Lorie Garwood is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Farmer's & Merchants State Bank. Garwood also serves as Vice President of FM Investments, a support company, dedicating significant time to this role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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