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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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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

  • Bank of America posts third-quarter profit drop due to $1.2 billion Treasury fine
    on October 14, 2026 at 11:04 am
  • China’s exports and imports surge past expectations in September
    on October 14, 2026 at 3:41 am
  • Goldman says investors are looking for ‘profitable’ Chinese business growth overseas
    on October 13, 2026 at 11:05 pm

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