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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

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About GEN Financial

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.

We have a simple philosophy: We craft custom solutions for our clients because every client has unique needs, goals and dreams.

Flexibility is fundamental in our approach. We constantly monitor and re-evaluate your plan — making changes as needed — to ensure your plan keeps pace with your changing needs in life.

Core Values

Integrity

Integrity in All Matters

Relationships

Fostering Long-Term Relationships

Commitment

Commitment to Our Clients and Community

Working Environment

Creating a Supportive and Respectful Working Environment

Philanthropy

GEN Children's Charity

GEN Children’s Charity

In July of 2022, GEN Children’s Charity will host a charity golf tournament to benefit Metro Hope Ministries. This is a one-of-a-kind program in the Twin Cities that allows women to live with their children while they learn to become self-sufficient through sobriety, education, and job training. This healing environment gives these children the space to feel safe and secure which allows them to flourish as well. Our goal is to make improvements to the Healing House building allowing them to secure a Minnesota Daycare License, improve both their onsite chapel and classroom, and transform a currently unusable outside area into a fully landscaped garden and playground.

Check out the links to the WCCO interviews of Eric conducted by Mike Max.

TV Spot
Radio Interview

GEN Children’s Charity is a 501(c)(3) organization that holds a golf tournament every two years to raise money on behalf of a Twin Cities organization focused on helping disadvantaged children. Since 1998, GEN Children’s Charity events have raised funds for organizations like The Page Foundation, College Possible, Bolder Options, Make A Wish, and others.

Holiday Gift Match

Holiday Gift Match

GEN Financial celebrates the holiday season by matching our clients’ donations to the charity of their choice. For the past decade, GEN Financial has been matching donations up to $50 made by our clients to organizations like area churches, Alzheimer’s Association, Second Harvest Heartland, the Salvation Army, and many others.

Two cupcakes with candles

GEN Client Birthday Contribution

We like to celebrate our clients’ birthdays by making a charitable donation to a different charity each year. In 2023, our birthday donations will be made to Charity: Water. We are pleased to continue to support organizations that increase opportunities for children and families.

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Gen Financial Investment, Inc.

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

Phone: (952) 513-1466

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In the News

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    on March 23, 2023 at 1:12 am
  • Wells Fargo lists financial instability as biggest economic risk post-Fed decision
    on March 23, 2023 at 1:12 am
  • Fed hikes rates by a quarter percentage point, indicates increases are near an end
    on March 23, 2023 at 1:11 am

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