• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

  • Our Clients
  • Your Team
  • About Us
  • Resources
  • Request a Discovery Call
  • Client Log In

Resources

National Strength

Charles Schwab and Fidelity Investments enable us to harness a broad array of research and tools that benefit our clients.

Local Support

GEN Financial has developed a strong professional network to assist our clients in areas such as accounting, banking, asset protection and estate planning. These relationships are carefully managed to ensure our clients’ interests are the foremost priority.

Hand with GEN financial pen writing

Downloadable Resources

Newsletter

2nd Quarter 2025

1st Quarter 2025

4th Quarter 2024

3rd Quarter 2024

Charitable Giving

Strategies And Tactics When Using Donor-Advised Funds For Charitable Giving

Disclosure

Privacy Policy

Form CRS

Download Paperwork

Estate Planning

Sign Up for Our Newsletter

Gen Financial Investment, Inc.

GEN Financial Management, Inc.
10810 Old County Rd 15
Plymouth, MN 55441

Phone: (952) 513-1466

Contact Us

Quick Links

  • Our Clients
  • Your Team
  • About Us
  • Resources
  • Request a Discovery Call
  • Client Log In

In the News

  • Why Trump tax deductions — for tips, car loans and more — may not carry large benefits for low earners
    on July 2, 2025 at 8:17 pm
  • 2 of our banks just boosted their dividends. Here’s how their increases stack up versus our other names
    on July 2, 2025 at 5:13 pm
  • Santander doubles down on UK presence amid Spain’s banking M&A turmoil
    on July 2, 2025 at 9:33 am

Copyright © 2025 GEN Financial Management, Inc. All Rights Reserved. Design by Flying Orange.