Company Overview
- Headquarters
- 12740 N River Rd, Mequon WI
- Website
- gentianfinancial.com
- Employees
- 13
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Gentian Financial Inc
Gentian Financial Inc. is a financial services firm located in Mequon, Wisconsin. The company is home to thirteen employees and generates over $10,000 in annual revenue. Gentian Financial specializes in providing wealth management services to affluent individuals. Their team of CERTIFIED FINANCIAL PLANNER™ professionals utilizes tax planning, retirement income forecasting, distribution planning, and estate planning to help clients maximize their assets and minimize tax liabilities. The firm also focuses on educating clients to empower them to make informed investment decisions. Gentian Financial prides itself on providing a personalized experience tailored to each client's unique needs and goals. They aim to build lasting relationships based on trust and transparency. Securities are offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC. Investment Advisory Services are provided by Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. To learn more about Gentian Financial Inc. and their services, visit their website at gentianfinancial.com.
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