Genesis Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

14241 Dallas Pkwy Ste 650, Dallas, Texas...

Phone Number

(888) 473-4290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Genesis Financial

Genesis Financial specializes in retirement planning and financial independence, offering a comprehensive suite of services including personalized consultations, educational resources, and wealth reporting tools. Their objective is to empower clients with financial literacy and transparency through ongoing education and tailored financial strategies. They aim to serve individuals and families looking to build and manage their wealth sustainably. With a professional team committed to optimizing asset management, Genesis Financial positions itself as a partner in achieving generational wealth.Explore more
Genesis Financial's Social MediaPopular SearchesGenesis Financial LLCMcKesson CorpSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Genesis Financial

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2006
GD
Gregory DekkerManager, Risk
<$5M
1-10
Private
-
2011
LK
Lori KaestnerSenior Administrative Legal Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Genesis Financial Tech Stack

A closer look at the technologies used by Genesis Financial

Top Finance Companies

Frequently Asked Questions Regarding Genesis Financial

What is Genesis Financial's official website?
Genesis Financial's official website is www.gwsmfinancial.com
What is Genesis Financial's Revenue?
Genesis Financial's revenue is <$5 Million
What is Genesis Financial's SIC code?
Genesis Financial's SIC: 62,628
What is Genesis Financial's NAICS code?
Genesis Financial's NAICS: 52,523
How many employees does Genesis Financial have?
Genesis Financial has 1-10 employees
What industry does Genesis Financial belong to?
Genesis Financial is in the industry of: Finance, Securities Trading
What is Genesis Financial competition?
Genesis Financial top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Vertex Capital Advisors, Ironhorse Wealth Management
What technology does Genesis Financial use?
Some of the popular technologies that Genesis Financial uses are: WordPress.org, PHP, JQuery 1.11.1, Font Awesome
How do I contact Genesis Financial?
Genesis Financial contact info: Phone number: (888) 473-4290 Website: www.gwsmfinancial.com
What does Genesis Financial do?

Genesis Financial specializes in retirement planning and financial independence, offering a comprehensive suite of services including personalized consultations, educational resources, and wealth reporting tools. Their objective is to empower clients with financial literacy and transparency through ongoing education and tailored financial strategie... s. They aim to serve individuals and families looking to build and manage their wealth sustainably. With a professional team committed to optimizing asset management, Genesis Financial positions itself as a partner in achieving generational wealth.Read More

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

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