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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

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Resources

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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Downloadable Resources

Newsletter

4th Quarter 2022

3rd Quarter 2022

2nd Quarter 2022

1st Quarter 2022

Charitable Giving

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

Disclosure

Form CRS

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Fact Finder 2021

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 January 27, 2023 at 7:36 pm

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