Resources

National Strength
GEN Financial’s affiliation with Charles Schwab and Fidelity offers our clients with investment opportunities on an institutional scale. These affiliations also enable us to harness a broad array of services to provide to our clients.

 

Local Support
GEN Financial has developed a strong professional network to assist our clients in areas such as accounting, banking, asset protection, etc. These relationships are based on providing our clients with services that are always managed in a manner that puts our client’s interests first.