Generations Financial Planning & Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

77 Michigan Ave E Ste 140, Battle Creek,...

Phone Number

(269) 441-4143

Revenue

$15.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Generations Financial Planning & Wealth Management

Generations Financial Planning & Wealth Management offers a range of services including wealth management, financial planning, investment management, estate planning, and social security planning. With over 25 years of experience, they cater to individuals, families, businesses, and institutions, providing personalized financial strategies to help clients achieve their financial goals. Their modern approach emphasizes transparency and real-time information, ensuring clients are well-informed about their financial status. The company aims to empower clients to take control of their financial future through tailored plans and expert guidance.Explore more
Generations Financial Planning & Wealth Management's Social MediaPopular SearchesGenerations Financial Planning & Wealth ManagementErik Smith InvestmentsGenerations FinancialGenerations Financial Planning Wealth ManagementThree Generations Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Generations Financial Planning & Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generations Financial Pla...

$15.9M
1-10
Private
-
2009
LR
Loren RexPresident
<$5M
1-10
Private
-
-
PM
Paul McNultyFinancial Advisor
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2012
MS
Myrna StoutMortgage Loan Processor and Nmls 269244
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Generations Financial Planning & Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Generations Financial Planning & Wealth Management Tech Stack

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Frequently Asked Questions Regarding Generations Financial Planning & Wealth Management

What is Generations Financial Planning & Wealth Management's official website?
Generations Financial Planning & Wealth Management's official website is www.genfinplan.com
What is Generations Financial Planning & Wealth Management's Revenue?
Generations Financial Planning & Wealth Management's revenue is $15.9 Million
What is Generations Financial Planning & Wealth Management's SIC code?
Generations Financial Planning & Wealth Management's SIC: 62,628
What is Generations Financial Planning & Wealth Management's NAICS code?
Generations Financial Planning & Wealth Management's NAICS: 52,523
How many employees does Generations Financial Planning & Wealth Management have?
Generations Financial Planning & Wealth Management has 1-10 employees
What industry does Generations Financial Planning & Wealth Management belong to?
Generations Financial Planning & Wealth Management is in the industry of: Finance, Securities Trading
What is Generations Financial Planning & Wealth Management competition?
Generations Financial Planning & Wealth Management top competitors include: Dechtman Wealth Management, Waterford Advisors, Veritas Wealth Management, Focus Financial Network
What technology does Generations Financial Planning & Wealth Management use?
Some of the popular technologies that Generations Financial Planning & Wealth Management uses are: Hivelocity Hosting, WordPress.org, reCAPTCHA, PHP
How do I contact Generations Financial Planning & Wealth Management?
Generations Financial Planning & Wealth Management contact info: Phone number: (269) 441-4143 Website: www.genfinplan.com
What does Generations Financial Planning & Wealth Management do?

Generations Financial Planning & Wealth Management offers a range of services including wealth management, financial planning, investment management, estate planning, and social security planning. With over 25 years of experience, they cater to individuals, families, businesses, and institutions, providing personalized financial strategies to help... clients achieve their financial goals. Their modern approach emphasizes transparency and real-time information, ensuring clients are well-informed about their financial status. The company aims to empower clients to take control of their financial future through tailored plans and expert guidance.Read More

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

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