Skip Navigation

Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view. Download Adobe© Acrobat Reader.

Online Account Access

Living Trusts
You can specify precisely how your assets are to be managed throughout your life. A living trust is a vehicle that allows you to have peace of mind and to know that your personal and financial objectives will be met.

Testamentary Trusts
Accomplish long-term fulfillment of your wishes through a testamentary trust.

Retirement Planning
Maximize your returns on your retirement fund with expert guidance. Business owners can bring expertise into their businesses to offer their employees a secure future.
As your financial partner, GenoaFinancial can help you assess your financial situation and provide guidance in your investment decisions.

Estate Planning
Protect and provide for your family and others close to you.

In situations involving a minor, the conservator is responsible for the financial management of the estate until the child reaches legal age. A conservator also can be appointed in the case of an adult who is adjudged physically or emotionally unable to handle financial affairs.

Charitable Trusts
Not only is it a gift to your favorite charity, it can also help reduce income tax, eliminate capital gains tax, and lower taxes on your estate.

Executor Services
Upon your death, your executor assembles and values estate assets, pays necessary taxes, distributes estate assets to beneficiaries, and supplies a full accounting for his or her actions in connection with carrying out the terms of your will.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GenoaBank and GenoaFinancial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name GenoaFinancial, and may also be employees of GenoaBank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GenoaBank or GenoaFinancial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits
or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

3201 Navarre Avenue
Oregon, OH 43616
Phone: (419) 698-5831
Fax: (419) 698-4502
Start saving now and reward yourself later.
Invest in your 401k today and put your money to work.