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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

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

Our Clients

You are more than customers who walk through our door.

We know our clients. They’re our neighbors, our friends, and our family. Hearing about their children or in-laws, where they went to school, or their favorite hobby, allows us to fully understand their complete financial picture in relation to their goals, values and aspirations.

Our clients are confident that the team at GEN Financial will be there at every step of their financial journey.

Father and Daughter working on homework
Mother and daughter taking selfie
Grandmother and granddaughter on smartphone

Who We Serve

Entrepreneurs and Business Owners

You put a lot of your own blood, sweat and tears into building your business. It took significant resources to turn it into the successful venture that it is today. We’re here to make sure your financial plan works as hard as you do.

Three senior men on golf course with a golf cart

Retirees and Near-Retirees

You’ve reached that pivotal milestone in your life, when you can hand off the reins, toss out that alarm clock, and travel the world. Retirement. But what next? Did you save enough from all those years of hard work? Start or update your financial plan today, secure your assets and plan your next trip.

Grandfather and grandson playing video games

Generational Wealth

We are more than what we do today. Our legacies are not defined by how much we accumulate, but by the impact we have on our families, communities, and the world. We believe in Security for Generations, for your future and for those that follow.

How We Care

Staff talking with clients

CLIENTS ARE A PRIORITY

Our clients are aware they are receiving the best financial services available from talented and sharp professionals that care about them, their finances, and their families. When they arrive at our door, they come to stay.

PROBLEM SOLVERS

Our mission is to improve your life, not only financially, but by embracing your values and putting relevant strategies in place using the complex interactions of investment, tax, risk management, wealth transfer and preservation. Let us design a plan for you that turns your goals into a personal plan of action.

TRUSTWORTHY

As an independent Registered Investment Advisor, we pride ourselves on honest and ethical treatment of all our clients. We carefully structured our firm to avoid conflicts of interest so that our clients know they can depend on us to put their needs first.

LISTENING AND UNDERSTANDING

Our financial approach is highly personalized, rooted in trust and two-way communication. Because every client has unique goals, needs and dreams, we craft equally unique solutions to achieve them.

Advisor in video conference

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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 Meeting
  • Client Log In

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