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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

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National Strength

Our affiliations with providers such as 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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Newsletter

2nd Quarter 2023

1st Quarter 2023

4th Quarter 2022

3rd Quarter 2022

Charitable Giving

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

Disclosure

Form CRS

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Estate Planning

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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 June 5, 2023 at 6:08 pm
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    on June 5, 2023 at 5:19 pm
  • Jamie Dimon, America’s top banker, has ‘no plans’ to run for office
    on June 5, 2023 at 4:42 pm

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