Generational Financial Partners

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

4720 Peachtree Industrial Blvd Ste 5202,...

Phone Number

(678) 595-5555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Generational Financial Partners

Generational Financial Partners specializes in providing financial planning services tailored for physicians, particularly independent contractors. They offer a range of services including retirement planning, tax minimization strategies, and wealth management to help clients achieve financial clarity and peace of mind. The firm emphasizes a team approach, ensuring that clients receive diverse expertise and timely virtual meetings. Their mission is to assist physicians in planning for their financial futures, both personally and for future generations.Explore more
Generational Financial Partners's Social MediaPopular SearchesGenerational Financial Partners LLCGenerational Financial LLCGenerational Financial PartnersNew York Life Insurance CoSIC Code 62,628NAICS Code 52,523Show more

Generational Financial Partners Org Chart

PhoneEmail
CC
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Co-Founder & Principal

PhoneEmail
JL
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Agent Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generational Financial Pa...

<$5M
1-10
Private
<$5M
2010
CC
Corina ChouCo-Founder & Principal
$6.9M
11-50
Private
-
-
MD
Michael DukeFinancial Advisor
$5.7M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
1992
<$5M
1-10
Private
-
2020
SC
Stephanie CareyOffice Manager
<$5M
1-10
Private
-
1993
TP
Theresa PetraszakParaplanner Client Service Specialist
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Generational Financial Partners financials insights

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

2021

Debt

$45K

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Generational Financial Partners Tech Stack

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Frequently Asked Questions Regarding Generational Financial Partners

What is Generational Financial Partners's official website?
Generational Financial Partners's official website is www.planforgenerations.com
What is Generational Financial Partners's Revenue?
Generational Financial Partners's revenue is <$5 Million
What is Generational Financial Partners's SIC code?
Generational Financial Partners's SIC: 62,628
What is Generational Financial Partners's NAICS code?
Generational Financial Partners's NAICS: 52,523
How many employees does Generational Financial Partners have?
Generational Financial Partners has 1-10 employees
What industry does Generational Financial Partners belong to?
Generational Financial Partners is in the industry of: Finance, Securities Trading
What is Generational Financial Partners competition?
Generational Financial Partners top competitors include: Tim Martin Wealth Strategies, Creative Wealth Solutions & Insurance Services, Duke Financial & Insurance Strategies, D H Gould
What technology does Generational Financial Partners use?
Some of the popular technologies that Generational Financial Partners uses are: Neustar UltraDNS, Cloudflare Security, Microsoft Hosting
How do I contact Generational Financial Partners?
Generational Financial Partners contact info: Phone number: (678) 595-5555 Website: www.planforgenerations.com
What does Generational Financial Partners do?

Generational Financial Partners specializes in providing financial planning services tailored for physicians, particularly independent contractors. They offer a range of services including retirement planning, tax minimization strategies, and wealth management to help clients achieve financial clarity and peace of mind. The firm emphasizes a team a... pproach, ensuring that clients receive diverse expertise and timely virtual meetings. Their mission is to assist physicians in planning for their financial futures, both personally and for future generations.Read More

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

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