GEN Financial Management, Inc.

Security for Generations

General Information
Company Name
GEN Financial Management, Inc.
Founded Year
1998
Location (Offices)
Plymouth, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

GEN Financial Management, Inc. - Company Profile

GEN Financial Management, Inc. is a financial management firm with a focus on providing security for generations. Founded in 1998, this independent, fee-only advisory firm has positioned itself as a trusted partner for clients seeking personal financial planning, investment management, and retirement services. The company prides itself on its diverse team of skilled financial professionals who are committed to working together to exceed clients’ expectations. GEN Financial Management follows a flexible approach, continuously monitoring and re-evaluating clients' plans to ensure they align with their evolving needs and goals. With a philosophy centered on crafting custom solutions for each client, the firm has established a reputation for delivering high-quality, objective financial advice. While specific details such as headquarters, last investment, and investors are not available, the firm's dedication to tailored, client-focused financial solutions positions it as an intriguing player in the financial services and wealth management sectors.

Taxonomy: financial planning, investment management, retirement services, comprehensive wealth management, philanthropy, fee-only advisory, objective financial advice, entrepreneurs, business owners, retirees

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Latest News of GEN Financial Management, Inc.

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