• 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

4th Quarter 2025

3rd Quarter 2025

2nd Quarter 2025

1st Quarter 2025

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

  • These underperforming groups may deliver AI-electric appeal. Here’s why.
    on November 15, 2025 at 4:00 pm
  • Warren Buffett’s Berkshire Hathaway reveals new position in Alphabet
    on November 14, 2025 at 10:02 pm
  • JPMorgan Chase wins fight with fintech firms over fees to access customer data
    on November 14, 2025 at 7:15 pm

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