Genesis Wealth Group

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2540 Douglas Blvd Ste 200, Roseville, Ca...

Phone Number

(916) 787-9905

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Genesis Wealth Group

Genesis Wealth provides comprehensive retirement and wealth management services tailored for individuals and families who have achieved significant personal and professional milestones. Their offerings include investment management, retirement planning, estate planning, tax planning, and risk management, among others. The firm emphasizes building deep relationships with clients to understand their values and goals, enabling personalized guidance and strategic planning. With multiple office locations in Illinois, Genesis Wealth aims to help clients protect and grow their assets while creating a lasting impact.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Genesis Wealth Group Org Chart

PhoneEmail
LF
United States flag for contact location.

Lpl Registered Client Service Associate

PhoneEmail
ST
United States flag for contact location.

CFP, CDFA Partner. Wealth Advisor

PhoneEmail
TB
United States flag for contact location.

Partner. Wealth Advisor

PhoneEmail
KO
United States flag for contact location.

CFP, CDFA Founder. Wealth Advisor

PhoneEmail
BB
United States flag for contact location.

Founder & Wealth Advisor

PhoneEmail
JF
United States flag for contact location.

Founder & Wealth Advisor

PhoneEmail
SD
United States flag for contact location.

Lpl Registered Client Services Assistant

PhoneEmail
AL
United States flag for contact location.

Lpl Registered Client Service Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
Illustration of an envelope

Genesis Wealth Group Tech Stack

A closer look at the technologies used by Genesis Wealth Group

Top Finance Companies

Frequently Asked Questions Regarding Genesis Wealth Group

What is Genesis Wealth Group's official website?
Genesis Wealth Group's official website is www.genesiswealth.com
What is Genesis Wealth Group's Revenue?
Genesis Wealth Group's revenue is <$5 Million
What is Genesis Wealth Group's SIC code?
Genesis Wealth Group's SIC: 62,628
What is Genesis Wealth Group's NAICS code?
Genesis Wealth Group's NAICS: 52,523
How many employees does Genesis Wealth Group have?
Genesis Wealth Group has 1-10 employees
What industry does Genesis Wealth Group belong to?
Genesis Wealth Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What technology does Genesis Wealth Group use?
Some of the popular technologies that Genesis Wealth Group uses are: Drupal, AddToAny, Adobe Typekit, ParkingCrew
How do I contact Genesis Wealth Group?
Genesis Wealth Group contact info: Phone number: (916) 787-9905 Website: www.genesiswealth.com
What does Genesis Wealth Group do?

Genesis Wealth provides comprehensive retirement and wealth management services tailored for individuals and families who have achieved significant personal and professional milestones. Their offerings include investment management, retirement planning, estate planning, tax planning, and risk management, among others. The firm emphasizes building d... eep relationships with clients to understand their values and goals, enabling personalized guidance and strategic planning. With multiple office locations in Illinois, Genesis Wealth aims to help clients protect and grow their assets while creating a lasting impact.Read More

Is Genesis Wealth Group a public company?
Genesis Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Genesis Wealth Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.