Company Overview
- Headquarters
- 77 E Michigan Ave Suite 140, Battle Creek MI
- Website
- genfinplan.com
- Phone
- (269) 441-****
- Employees
- 7
- Founded in
- 2009
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$17B
Who is Generations Financial Planning Wealth Management
Generations Financial Planning & Wealth Management is a full-service independent financial firm located in Suite 140 Battle Creek, Michigan. The company employs four people and generates an annual revenue of $2.5 million. Generations Financial Planning & Wealth Management offers comprehensive financial planning and customized asset management services to clients throughout Southwest Michigan and nationwide. The company provides a range of products and services, including comprehensive financial planning, investment management, life insurance, long-term care insurance, and annuities. These services are designed to help clients achieve their financial goals, regardless of their age or financial situation. Generations Financial Planning & Wealth Management partners with Cambridge Investment Research Advisors, Inc. to provide clients with access to a wide range of investment options and expert financial advice. The firm's team of financial professionals is dedicated to providing personalized service and building long-term relationships with their clients. For more information about Generations Financial Planning & Wealth Management, visit their website at genfinplan.com.
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