Generations Financial Planning & Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Generations Financial Planning & Wealth Management is a financial services firm that provides comprehensive financial planning and customized asset management through Cambridge Investment Research Advisors, Inc. The firm serves clients in Southwest Michigan and nationwide, offering services that include investment management, life and long-term care insurance, and annuities as part of a full-service independent advisory offering. Based in Battle Creek, Michigan, the company positions itself to address a range of personal financial needs for individuals seeking integrated planning and risk management. With a small team, it operates as a standalone financial planning practice within the broader independent advisor landscape, differentiating itself through a locally focused presence and access to broader investment and insurance solutions via its affiliation. A recent development note is that the firm partners with Cambridge Investment Research Advisors, Inc. to deliver its advisory and asset management services.

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