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GEN Financial Management, Inc. logo — Security for Generations

GEN Financial Management, Inc.

Security for Generations

Founded 1998 United States Plymouth, United States 10 employees Financial Services, Wealth Management

General Information

Company Name GEN Financial Management, Inc.
Founded Year 1998
Location United States Plymouth, United States +1
Employees 10
Industries Financial Services, Wealth Management
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About GEN Financial Management, Inc.

GEN Financial Management, Inc. is a financial management firm with a focus on providing security for generations. Founded in 1998, this independent, fee-only advisory firm has positioned itself as a trusted partner for clients seeking personal financial planning, investment management, and retirement services. The company prides itself on its diverse team of skilled financial professionals who are committed to working together to exceed clients’ expectations. GEN Financial Management follows a flexible approach, continuously monitoring and re-evaluating clients' plans to ensure they align with their evolving needs and goals. With a philosophy centered on crafting custom solutions for each client, the firm has established a reputation for delivering high-quality, objective financial advice. While specific details such as headquarters, last investment, and investors are not available, the firm's dedication to tailored, client-focused financial solutions positions it as an intriguing player in the financial services and wealth management sectors.

Taxonomy: financial planning, investment management, retirement services, comprehensive wealth management, philanthropy, fee-only advisory, objective financial advice, entrepreneurs, business owners, retirees

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GEN Financial Management, Inc. Alternatives & Competitors

GEN Financial Management, Inc. vs
The Gardner Group, A Registered Investment Advisor
The Gardner Group, A Registered Investment Advisor United States

The Game Plan Makes The Difference

1 employees
Finance, Financial Services
GEN Financial Management, Inc. vs
Strategic Planning Associates
Strategic Planning Associates United States

Helping you plan for the life you want to live

14 employees
Financial Services, Wealth Management
GEN Financial Management, Inc. vs
Manhattan Wealth Management Group
Manhattan Wealth Management Group United States

Where do you want your wealth to take you?

1 employees
Financial Services, Insurance

FAQ About GEN Financial Management, Inc.

Security for Generations
GEN Financial Management, Inc. was founded in 1998.
GEN Financial Management, Inc. is headquartered in Plymouth, United States.
GEN Financial Management, Inc. operates in the following industries: Financial Services, Wealth Management.
GEN Financial Management, Inc. has approximately 10 employees.
Top alternatives and competitors to GEN Financial Management, Inc. include The Gardner Group, A Registered Investment Advisor, Strategic Planning Associates, Manhattan Wealth Management Group, Sentry Group | Wealth Partners, DHARNI Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
GEN Financial Management, Inc. and The Gardner Group, A Registered Investment Advisor are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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