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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2nd Quarter 2020
1st Quarter 2020
4th Quarter 2019
3rd Quarter 2019
2nd Quarter 2019

Charitable Giving

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

Why Select A Fee Only Advisor

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