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Gen Y Planning logo — Financial planning firm geared toward millennials.

Gen Y Planning

Financial planning firm geared toward millennials.

Founded 2013 United States New York, United States 2 employees Finance, Financial Services

General Information

Company Name Gen Y Planning
Founded Year 2013
Location United States New York, United States
Employees 2
Industries Finance, Financial Services
Social

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About Gen Y Planning

Gen Y Planning is a financial planning firm catering to millennials, emphasizing the importance of seeking financial guidance during the formative years of one's career. Founded in 2013, the company acknowledges the pivotal life decisions faced by young professionals, such as education, home ownership, marriage, and parenthood. Gen Y Planning offers services including navigating student loans, managing debt, savings, investments, insurance selection, tax planning, and more. The firm assists clients in organizing their finances and establishing realistic goals. Although specific details about the company's headquarters, recent investments, or investors are not available, Gen Y Planning stands out as a beacon of financial guidance for the millennial demographic. For those seeking assistance with major financial decisions, the company provides an avenue to apply for its services via www.genyplanning.com/apply.

Taxonomy: Millennial Financial Planning, Young Professional Financial Services, Financial Planning for Major Life Decisions, Wealth Management for Millennials, Personal Finance Advice for Young Couples, Investment Guidance for Millennials, Retirement Planning for Gen Y, Debt Management for Young Adults, Insurance Selection for Millennials, Tax Planning for Young Professionals

No funding data available for Gen Y Planning yet.

Gen Y Planning Alternatives & Competitors

Gen Y Planning vs
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Gen Y Planning vs
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Gen Y Planning vs
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Working together to achieve your financial goals.

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FAQ About Gen Y Planning

Financial planning firm geared toward millennials.
Gen Y Planning was founded in 2013.
Gen Y Planning is headquartered in New York, United States.
Gen Y Planning operates in Finance and Financial Services. Its work centres on Millennial Financial Planning, Young Professional Financial Services, Financial Planning for Major Life Decisions and Wealth Management for Millennials.
Gen Y Planning has approximately 2 employees.
Top alternatives and competitors to Gen Y Planning include Finsol, Custodia Financial Services, Entire Financial Solutions, Johnson Bixby, Expert Independent Financial Planning. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Gen Y Planning and Finsol 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.

Source: BounceWatch company record for Gen Y Planning, https://bouncewatch.com/company/gen-y-planning, updated 9 November 2024. When citing, please name BounceWatch and link this page.

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