• 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
  • Our Process
  • Resources
  • Request a Discovery Call
  • Client Log In

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.

Hand with GEN financial pen writing

Downloadable Resources

Newsletter

3rd Quarter 2023

2nd Quarter 2023

1st Quarter 2023

4th Quarter 2022

Charitable Giving

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

Disclosure

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

  • FTX customers who lost a fortune on the bankrupt exchange are doubling down on crypto
    on October 2, 2023 at 7:15 pm
  • Stocks making the biggest moves midday: Sphere Entertainment, Riot, Instacart, Insulet and more
    on October 2, 2023 at 5:00 pm
  • Stocks making the biggest moves premarket: Rivian, SolarEdge, Sphere Entertainment and more
    on October 2, 2023 at 3:37 pm

Copyright © 2023 GEN Financial Management, Inc. All Rights Reserved. Design by Flying Orange.