Generations Financial/RGH

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

31877 Del Obispo St Ste 210, San Juan Ca...

Phone Number

(949) 489-1112

Revenue

$5.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Generations Financial/RGH

Generations Wealth Management Group specializes in personalized wealth management services focusing on financial planning, retirement strategies, insurance planning, and asset management. Their mission is to help families grow and protect their wealth, providing customized financial strategies to ensure stability and sustainability for future generations. The company emphasizes the importance of tailored solutions for unique client needs, fostering long-term relationships and guiding clients through complex financial decisions. They also offer educational seminars to empower clients with knowledge about financial planning and retirement.Explore more
Generations Financial/RGH's Social MediaPopular SearchesGenerations Financial/RGHGenerations FinancialBroadridge Investor Communication Solutions IncGenerationsFinancialCARghfinancialSIC Code 62,628NAICS Code 52,523Show more

Generations Financial/RGH Org Chart

PhoneEmail
RH
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Financial Specialist

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Compare Similar Companies to Generations Financial/RGH

Compare insights from companies similar to Generations Financial/RGH, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generations Financial/RGH

$5.2M
1-10
Private
-
-
RH
Richard HansonFinancial Specialist
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1960
TR
Thomas RodenbergIndependent Investment Advisor
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Generations Financial/RGH is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Generations Financial/RGH Tech Stack

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Frequently Asked Questions Regarding Generations Financial/RGH

What is Generations Financial/RGH's official website?
Generations Financial/RGH's official website is www.generationsfinancial.net
What is Generations Financial/RGH's Revenue?
Generations Financial/RGH's revenue is $5.2 Million
What is Generations Financial/RGH's SIC code?
Generations Financial/RGH's SIC: 62,628
What is Generations Financial/RGH's NAICS code?
Generations Financial/RGH's NAICS: 52,523
How many employees does Generations Financial/RGH have?
Generations Financial/RGH has 1-10 employees
What industry does Generations Financial/RGH belong to?
Generations Financial/RGH is in the industry of: Finance, Insurance, Securities Trading
What is Generations Financial/RGH competition?
Generations Financial/RGH top competitors include: Morrow Financial Services, Merchant Financial Services, Strategic Resource Group, Investment Advisors
What technology does Generations Financial/RGH use?
Some of the popular technologies that Generations Financial/RGH uses are: reCAPTCHA, JQuery 1.11.1, Google Font API, Microsoft 365
How do I contact Generations Financial/RGH?
Generations Financial/RGH contact info: Phone number: (949) 489-1112 Website: www.generationsfinancial.net
What does Generations Financial/RGH do?

Generations Wealth Management Group specializes in personalized wealth management services focusing on financial planning, retirement strategies, insurance planning, and asset management. Their mission is to help families grow and protect their wealth, providing customized financial strategies to ensure stability and sustainability for future gener... ations. The company emphasizes the importance of tailored solutions for unique client needs, fostering long-term relationships and guiding clients through complex financial decisions. They also offer educational seminars to empower clients with knowledge about financial planning and retirement.Read More

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

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