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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

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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.

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

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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

  • Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here’s their edge
    on October 21, 2026 at 3:30 pm
  • HSBC CEO warns the AI boom won’t make every data center a good bet
    on October 20, 2026 at 10:39 am
  • The world’s finance chiefs see new risks — and less China angst
    on October 20, 2026 at 5:27 am

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