Professional financial office setting
Geneva's Trusted Financial Partner

Good morning! Let's build something
beautiful for your financial future.

Whether you're planning for retirement, growing your investments, or securing your family's tomorrow — we're here to make it simple, clear, and personal.

Schedule a Free Consultation Explore Our Services
Local & Trusted
Personalized Approach
Geneva, OH Based
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What We Offer

Financial services that fit your life

No jargon, no pressure — just honest guidance tailored to where you are and where you want to go.

Retirement Planning

From 401(k) rollovers to Social Security timing, we help you create a retirement roadmap you can actually look forward to.

Investment Management

We build diversified portfolios that match your comfort level and goals — and we adjust them as life changes.

Tax Strategy

Smart tax planning can keep more money in your pocket. We help you make the most of every deduction and credit.

Estate & Wealth Planning

Protect what you've built and pass it on on your terms. We'll walk through your wishes and make sure your plan reflects them.

Insurance & Risk Management

Life, health, disability — we help you understand your options so you're never caught off guard by the unexpected.

College Savings & Education

529 plans, education savings strategies — let's make sure your children's future doesn't become your financial burden.

Gourlie Financial Service team
Geneva, Ohio community
25+ Years Serving
Geneva & Ashtabula County
About Us

Your neighbors in finance — not faceless advisors

Gourlie Financial Service has been a part of the Geneva community for over two decades. We believe that managing money shouldn't feel intimidating or cold. That's why we take the time to learn your story — your goals, your worries, your dreams.

Whether you're a small business owner on South Broadway, a retiree in your Geneva home, or a young family starting out, we treat your finances with the same care we'd give our own. No scripts. No rush. Just honest conversations that lead to real results.

Local First We're right here in Geneva — you can find us at 844 S Broadway.
One-on-One Attention You'll always know who's working on your plan — no call centers.
Transparent & Clear No hidden fees or confusing language. Ever.
Why Choose Us

What makes Gourlie Financial different

We're not the biggest firm in town — and we're proud of that. Here's what you get when you work with us.

01

We listen first

Before we recommend anything, we want to understand your life — your family, your work, your worries. Your plan starts with your story.

02

Plans that evolve with you

Life changes — jobs, kids, market shifts. Your financial plan should too. We review and adjust regularly so you're always on track.

03

No complicated jargon

We explain things in plain English. If you wouldn't understand it, we haven't explained it well enough. That's our standard.

04

Available when you need us

Questions don't wait for business hours, and neither do we. Reach out anytime — we'll get back to you the same day.

Ready to take the next step?

Your first consultation is on us — no strings attached. Let's see if we're a good fit and what we can do for you.

Call (440) 466-3010 Send a Message
Get in Touch

Let's start a conversation

Have questions? Want to set up a meeting? We'd love to hear from you. Drop us a line or stop by our office — coffee's always on.

Our Office 844 S Broadway
Geneva, OH 44041
Office Hours Mon – Fri: 9:00 AM – 5:00 PM
Sat – Sun: By appointment

Send us a message

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