GEN Financial Management, Inc. Email Format

Financial ServicesMinnesota, United States2-10 Employees

GEN Financial Management, Inc. is a Minnesota-based independent, fee-only financial advisory firm that offers personal financial planning, investment management, and retirement services. Its approach centers on crafting customized solutions for a select group of clients, including entrepreneurs, business owners, and retirees, with an emphasis on flexible planning that is regularly reviewed and adjusted to reflect changing life circumstances. The company positions itself within the financial services industry as a small, client-focused advisory practice that prioritizes objective guidance and collaborative teamwork to help clients achieve their financial goals. Founded in 1998, the firm operates from Plymouth, Minnesota, and maintains a lean, locally oriented team. A notable recent development involves the firm taking a stake in Xcel Energy, reflecting its involvement in diversified asset considerations.

Get verified GEN Financial Management, Inc. emails free

Company overview Employee directory