GEN FINANCIAL MANAGEMENT

At GEN Financial, we are more than just your standard wealth manager. We get to know you, understand your financial goals, implement your family legacy plan, and care about what matters most to you. For over 25 years, we have been providing one-on-one guidance and service to our clients, their families, businesses and our community. We look forward to the next 25 years!... GEN Financial is a group of individuals all skilled in financial management with the same determination to work as a team to exceed our clients' goals and expectations. We are an independent, fee-only advisory firm. Since 1998, we have helped our clients reach their financial goals with high-quality, objective financial advice. We offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees... In July of 2024, GEN Children's Charity will host a charity golf tournament to benefit Tandem Family Resource Center. With a spirit of..

Also known as: GEN Financial, GEN Financial Management, Inc.

Primary location: Plymouth United States