Leelyn Smith
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
10 N 3rd St, Geneva, Illinois, 60134, Un...Phone Number
(630) 232-8995Website
www.leelynsmith.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Leelyn Smith
Leelyn Smith specializes in wealth management, tax services, and family office solutions, focusing on creating personalized financial plans for families. With over 115 years of combined experience, they serve more than 900 families across 31 states, emphasizing a holistic approach to financial independence. The firm operates with a fiduciary duty, ensuring that their clients' best interests are prioritized without hidden fees or commissions. Their commitment to communication and customization allows them to adapt to the unique needs of each family, guiding them through various financial aspects including investments, estate planning, and cash flow management.Explore more
Leelyn Smith Org Chart
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Leelyn Smith News & Media
Leelyn Smith appoints new CFO and managing director - International Accounting Bulletin
US-based accounting and wealth advisory firm Leelyn Smith has named Elizabeth Kittner as its new CFO and managing director.Leelyn Smith Welcomes Elizabeth Kittner as Chief Financial Officer and Managing Director
Leelyn Smith, a leading tax, accounting, and wealth advisory firm, proudly announces the appointment of Elizabeth Kittner as Chief Financial Officer aLeelyn Smith Welcomes Elizabeth Kittner as Chief Financial Officer and Managing Director
GENEVA, Ill., January 27, 2025--Leelyn Smith, a leading tax, accounting, and wealth advisory firm, proudly announces the appointment of Elizabeth Kittner as Chief Financial Officer and Managing Director. This strategic addition underscores the firm’s commitment to delivering innovative, comprehensive solutions for its clients.Leelyn Smith & Grebe Announce Merger - Business Wire
Leelyn Smith Tax, LLC (“Leelyn Smith”), a tax and wealth advisory firm headquartered in Geneva, Illinois, today announced its merger with Grebe &
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Leelyn Smith specializes in wealth management, tax services, and family office solutions, focusing on creating personalized financial plans for families. With over 115 years of combined experience, they serve more than 900 families across 31 states, emphasizing a holistic approach to financial independence. The firm operates with a fiduciary duty,... Read More
