GEN Financial Management

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

10810 Old County Road 15 Ste 200, Plymou...

Phone Number

(952) 513-1466

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About GEN Financial Management

GEN Financial Management, Inc. specializes in providing personalized financial management services through their proprietary GEN Formula, aimed at ensuring financial security for their clients. With over 25 years of experience, they cater to a diverse clientele including corporate executives, families with generational wealth, and retired business owners. The company emphasizes integrity, trust, and accountability in client relationships, offering unbiased guidance to help clients achieve their long-term financial goals. Their mission is to provide peace of mind that transcends monetary value, focusing on understanding and implementing each client's unique financial legacy plan.Explore more
GEN Financial Management's Social MediaPopular SearchesGen Financial Management IncGen Childrens CharityGEN Financial ManagementAaron A Lindberg, CFA, CFPAaron A Lindberg, CFA, CFP, MBASIC Code 62,628NAICS Code 52,523Show more

GEN Financial Management Org Chart

PhoneEmail
Eric Moleski, President at GEN Financial Management
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GEN Financial Management

<$5M
11-50
Private
<$5M
1998
Eric Moleski, President at GEN Financial Management
Eric MoleskiPresident
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

GEN Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GEN Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GEN Financial Management.

GEN Financial Management financials insights

Gather financial insights about GEN Financial Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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GEN Financial Management Tech Stack

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Frequently Asked Questions Regarding GEN Financial Management

What is GEN Financial Management's official website?
GEN Financial Management's official website is www.genfinancial.com
What is GEN Financial Management's Revenue?
GEN Financial Management's revenue is <$5 Million
What is GEN Financial Management's SIC code?
GEN Financial Management's SIC: 62,628
What is GEN Financial Management's NAICS code?
GEN Financial Management's NAICS: 52,523
How many employees does GEN Financial Management have?
GEN Financial Management has 11-50 employees
What industry does GEN Financial Management belong to?
GEN Financial Management is in the industry of: Finance, Securities Trading
What is GEN Financial Management competition?
GEN Financial Management top competitors include: Ratcliff Financial Services, Charles Carroll Financial Partners, First Financial Advisors, Cascade Wealth Advisors
What technology does GEN Financial Management use?
Some of the popular technologies that GEN Financial Management uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact GEN Financial Management?
GEN Financial Management contact info: Phone number: (952) 513-1466 Website: www.genfinancial.com
What does GEN Financial Management do?

GEN Financial Management, Inc. specializes in providing personalized financial management services through their proprietary GEN Formula, aimed at ensuring financial security for their clients. With over 25 years of experience, they cater to a diverse clientele including corporate executives, families with generational wealth, and retired business... owners. The company emphasizes integrity, trust, and accountability in client relationships, offering unbiased guidance to help clients achieve their long-term financial goals. Their mission is to provide peace of mind that transcends monetary value, focusing on understanding and implementing each client's unique financial legacy plan.Read More

What are GEN Financial Management social media links?
GEN Financial Management Linkedin page GEN Financial Management Facebook page
Is GEN Financial Management a public company?
GEN Financial Management is private company therefore does not currently have an official ticker symbol
See more information about GEN Financial Management

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