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2016-07-14T00:00:00.000Z

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Geoffrey F. Novack

Principal

Plancorp LLC

HQ Phone: (636) 532-7824

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Plancorp LLC

540 Maryville Centre Drive Suite 105

St. Louis, Missouri 63141

United States

Company Description

Plancorp was founded in 1983 and is registered as an Investment Advisor with the S.E.C. Our firm currently oversees approximately $2.26 billion (September 30, 2013) of both individual and institutional assets. Our primary business focuses on providing fin ... more

Find other employees at this company (50)

Background Information

Employment History

Partner

The Alpha Group Agency Inc

Registered Representative

Cetera Advisor Networks LLC

Affiliations

Investment Advisor
Financial Management Strategies , Inc.

Web References (6 Total References)


The Alpha Group

www.thealphaga.com [cached]

Geoff Novack

Partner, Alpha Financial Services Download My V-card


The Alpha Group

www.thealphaga.com [cached]

Geoff Novack Principal, Alpha Financial Services


..:: Alpha - Key Personnel ::..

www.thealphaga.com [cached]

GEOFFREY F. NOVACK Geoffrey F. Novack, a principal of Alpha Financial Services, Inc., is responsible for the direction and oversight of this division established in 2000.

With over fifteen years experience, Geoff has developed an understanding of business problems and business people. He has an ability to help clients understand and implement retirement plans, deferred compensation and private pension plans, business succession and buy-sell planning.Business owners and Executives use Geoff's expertise to help them personally create and protect wealth and achieve financial goals such as college funding, creating a comfortable retirement and minimizing income and estate taxes.
Geoff has been a regular columnist on a newsletter targeted to small to medium size companies and a frequent expert guest on the radio. He has a business administration background from Ferris State College, is a member of GenAmerica Business Advisors (GBA), The Society of Financial Service Professionals and is an Investment Advisor Representative (I.A.R.) for Financial Management Strategies, Inc.
Geoff can be reached via email atGNovack@thealphaga.com


Alpha | Key Personnel

www.thealphaga.com [cached]

Geoffrey F. Novack

...
GEOFFREY F. NOVACK
Geoffrey F. Novack, a principal of Alpha Financial Services, Inc., is responsible for the direction and oversight of this division established in 2000.
With over fifteen years experience, Geoff has developed an understanding of business problems and business people.He has an ability to help clients understand and implement retirement plans, deferred compensation and private pension plans, business succession and buy-sell planning.
Business owners and Executives use Geoff's expertise to help them personally create and protect wealth and achieve financial goals such as college funding, creating a comfortable retirement and minimizing income and estate taxes.
Geoff has been a regular columnist on a newsletter targeted to small to medium size companies and a frequent expert guest on the radio.He has a business administration background from Ferris State College, is a member of GenAmerica Business Advisors (GBA), The Society of Financial Service Professionals and is an Investment Advisor Representative (I.A.R.) for Financial Management Strategies, Inc.
He can be reached via email at GNovack@thealphaga.com.


..:: Alpha - Independence Office ::..

www.thealphaga.com [cached]

Geoff Novack

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