Insurance and Financial Partners

We are independent and therefore work with a wide variety of insurance and investment firms. Our goal is to find the right fit for your individual financial needs.

Some of the insurance and financial firms we've utilized are listed below. Please select their link to learn more about their offerings. (*Note: you will be redirected to another website.)

VARIABLE ANNUITY and LIFE INSURANCE
MUTUAL FUNDS
ALTERNATIVE INVESTMENTS*

 *Some alternative investments are reserved for accredited investors only.

These companies may have paid sponsorship fees to Geneos Wealth Management. 

By selecting any of the above links you are leaving the website of Sonnenfeld Financial, Inc.  In doing so you assume total responsibility and risk for the use of the site to which you are linking.