Generations Financial Planning & Wealth Management

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Description

  • Generations Financial Planning & Wealth Management provides comprehensive financial planning and customized asset management through Cambridge Invesment Research Advisors, Inc. to clients in Southwest Michigan and nationwide. Generations is a full service independent financial firm offering comprehensive financial planning services, investment mangement, life insurance, long term care insurance and annuities.
  • location

    Headquarters:77 Michigan Ave E , Battle Creek, Michigan, United States

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  • Generations Financial Planning & Wealth Management phone

    Phone Number: +1 319-277-8883

  • Generations Financial Planning & Wealth Management website

    Website: https://www.genfinplan.com

  • Generations Financial Planning & Wealth Management employees

    Employees:6

  • Generations Financial Planning & Wealth Management revenue

    Revenue:$1 - 10M

  • Generations Financial Planning & Wealth Management legal name

    Legal Name:Generations Financial Planning & Wealth Management

  • Generations Financial Planning & Wealth Management's Social Media

    Generations Financial Planning & Wealth Management linkedin Generations Financial Planning & Wealth Management facebook
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

President for Generations Financial Planning & Wealth Management

Loren Rex

President

Person level website visitor identification

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View Employees

Loren Rex

President

Harish Kishore

Partner

Frequently Asked Questions regarding Generations Financial Planning & Wealth Management

  • Where are Generations Financial Planning & Wealth Management's Headquarters?

    Generations Financial Planning & Wealth Management's Headquarters are in 77 Michigan Ave E ,Battle Creek,Michigan,United States

  • What is Generations Financial Planning & Wealth Management's phone number?

    Generations Financial Planning & Wealth Management's phone number is +1 319-277-8883

  • What is Generations Financial Planning & Wealth Management's official website?

    Generations Financial Planning & Wealth Management's official website is https://www.genfinplan.com

  • What is Generations Financial Planning & Wealth Management's Revenue?

    Generations Financial Planning & Wealth Management's revenue is $1 - 10M

  • What is Generations Financial Planning & Wealth Management's NAICS code?

    Generations Financial Planning & Wealth Management's NAICS code is 523930

  • How many employees are working in Generations Financial Planning & Wealth Management

    Generations Financial Planning & Wealth Management has 6 employees

  • What is Generations Financial Planning & Wealth Management's Industry?

    Generations Financial Planning & Wealth Management is in the industry of Financial Services

  • Who is Generations Financial Planning & Wealth Management's President?

    Generations Financial Planning & Wealth Management's President is Loren Rex

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