Generations Financial Planning Wealth Management

  • Financial Services
  • Battle Creek MI
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
77 E Michigan Ave Suite 140, Battle Creek MI
Website
genfinplan.com
Phone
(269) 441-4143
Employees
7
Founded it
2009
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$17B

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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.

Generations Financial Planning Wealth Management Industry Tags

Financial Planning
Investment Management
Life
Disability and Long Term Care Insurance
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Generations Financial Planning Wealth Management Tech Stack

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FAQ

What is the location of Generations Financial Planning Wealth Management's headquarters?
The headquarters of Generations Financial Planning Wealth Management are situated at Battle Creek MI
What is Generations Financial Planning Wealth Management's phone number?
Generations Financial Planning Wealth Management's contact number is (269) 441-4143.
What is Generations Financial Planning Wealth Management's official website?
The official website of Generations Financial Planning Wealth Management can be found at genfinplan.com.
How many employees does Generations Financial Planning Wealth Management currently have?
Generations Financial Planning Wealth Management employs approximately 7+ people
Which industries is Generations Financial Planning Wealth Management primarily operating in?
Generations Financial Planning Wealth Management operates in the following industries: Finance, Credit
What are Generations Financial Planning Wealth Management's industry tags?
Generations Financial Planning Wealth Management's industry tags include: Financial Planning, Investment Management, Life
When was Generations Financial Planning Wealth Management founded?
Generations Financial Planning Wealth Management was founded in 2009.

Employee Directory

Key Employees

Loren Rex

President

Erik Smith

Managing Partner & Financial Advisor