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Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

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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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2nd Quarter 2025

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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

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