Genesis Financial Services Group
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
10955 Winds Crossing Dr Ste 100, Charlot...Website
www.genesisfingroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Genesis Financial Services Group
Genesis Financial Services Group is a financial services firm headquartered in Statesville, North Carolina. The company provides a comprehensive suite of advisory services, including retirement strategies, tax planning, estate and legacy planning, and long-term care strategies. It serves individuals, families, and small business owners across North Carolina, Georgia, South Carolina, California, Texas, and Virginia. The firm delivers value through personalized insurance planning, senior healthcare guidance for Medicare and prescription drug plans, and a partnership with LegalShield to offer clients access to full-service legal plans. Its offerings include fixed insurance services and investment advisory services provided through Cambridge Investment Research Inc.Explore more
Genesis Financial Services Group Org Chart
SM
Asset Protection & Property Casualty Speciali...
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Genesis Financial Services Group is a financial services firm headquartered in Statesville, North Carolina. The company provides a comprehensive suite of advisory services, including retirement strategies, tax planning, estate and legacy planning, and long-term care strategies. It serves individuals, families, and small business owners across North... Read More
