Generational Strategies Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

5150 Tamiami Trl N Ste 600, Naples, Flor...

Phone Number

(239) 352-4111

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
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1

About Generational Strategies Group

Generational Strategies Group, LLC specializes in advanced estate planning strategies aimed at wealth preservation and transfer. Founded by Chris T. Christensen, the firm adopts a holistic planning approach to empower high-net-worth individuals, corporate professionals, and business owners in safeguarding their financial well-being. The company offers personalized strategies to minimize taxes, establish comprehensive estate plans, and position businesses for sustainable growth. With over thirty years of experience, Generational Strategies is dedicated to helping clients leave a lasting legacy for future generations.Explore more
Generational Strategies Group's Social MediaPopular SearchesGenerational Strategies Group LLCGenerational StrategiesGenerational Strategies GroupSIC Code 62,628NAICS Code 52,523Show more

Generational Strategies Group Org Chart

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EM
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generational Strategies G...

<$5M
11-50
Private
-
-
EM
Elizabeth MurrayDirector, Operations
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2000
BH
Bobbie HelmanDirector, Client Relations & Wealth Advisor & Associate
<$5M
1-10
Private
-
2008
DW
Daniel WilliamsManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
-
JE
Jeff EschrichManaging Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Generational Strategies Group Tech Stack

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Frequently Asked Questions Regarding Generational Strategies Group

What is Generational Strategies Group's official website?
Generational Strategies Group's official website is www.genstratgroup.com
What is Generational Strategies Group's Revenue?
Generational Strategies Group's revenue is <$5 Million
What is Generational Strategies Group's SIC code?
Generational Strategies Group's SIC: 62,628
What is Generational Strategies Group's NAICS code?
Generational Strategies Group's NAICS: 52,523
How many employees does Generational Strategies Group have?
Generational Strategies Group has 11-50 employees
What industry does Generational Strategies Group belong to?
Generational Strategies Group is in the industry of: Finance, Securities Trading
What is Generational Strategies Group competition?
Generational Strategies Group top competitors include: BeamaLife, Copper Canyon Wealth Management, Legacy Builder Group, Wealth Planning Network
What technology does Generational Strategies Group use?
Some of the popular technologies that Generational Strategies Group uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Fastly
How do I contact Generational Strategies Group?
Generational Strategies Group contact info: Phone number: (239) 352-4111 Website: www.genstratgroup.com
What does Generational Strategies Group do?

Generational Strategies Group, LLC specializes in advanced estate planning strategies aimed at wealth preservation and transfer. Founded by Chris T. Christensen, the firm adopts a holistic planning approach to empower high-net-worth individuals, corporate professionals, and business owners in safeguarding their financial well-being. The company off... ers personalized strategies to minimize taxes, establish comprehensive estate plans, and position businesses for sustainable growth. With over thirty years of experience, Generational Strategies is dedicated to helping clients leave a lasting legacy for future generations.Read More

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

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