Genesis Financial Group

Whether you’re planning for retirement or already enjoying your golden years, Genesis Financial Group is here to help you make financial decisions that positively impact your life and the people and causes you care about. And when we say we care for our clients like we care for our families, we mean it. You can depend on us to provide transparent, actionable guidance that helps you manage your money with confidence and lead a life filled with meaning and gratitude.

Team intro

Our story

After working with our fathers for many years and then taking over their long-standing practices, we understand the positive impact skilled financial professionals can have on their clients’ retirement and wealth management strategies. Genesis Financial Group is proud to carry on their legacy by providing retirement income planning and wealth management resources you can depend on.

Our team

Pam Miscia

ChFC®, CLTC®

Wealth Advisor

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Julia Weston

MBA, CFP®, FIC, CLTC®

Director Financial Planning Operations

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Mark Manning

FIC

Financial Associate

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Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

How we work with you

At Genesis Financial Group, we strive to grow strong, lasting relationships with our clients built on personalized, dependable financial advice. We work to make the financial planning process as simple and straight forward as possible by integrating your objectives with a blueprint that can grow and change as your life does.

Our solutions

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Insurance

Illness. Injury. The loss of you or a loved one.

Investments

At Thrivent we believe money is a tool—not a goal.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Community impact

Backpacks for the homeless

In 2019, we partnered with Brian's Angels Homeless Outreach and St Vincent DePaul Mission in Bristol, Connecticut, to fill backpacks for the homeless with winter survival gear.

Care packages for the military

In 2018, our clients and members of the community came together to donate and pack 100 care packages for members of the U.S. military servicing overseas.

Habitat for Humanity

We’ve supported many Habitat for Humanity causes through the years, including those in North Central Connecticut, the Greater Waterbury area and internationally.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

News and insights

Are you beginning your first career after graduating this spring? Here are some action steps you should take: • Review all of your employee benefits and take advantage of them • Allocate a portion of your paycheck towards your savings • Make a plan for paying down your outstanding debt

Today we honor those who have made the greatest sacrifice.

Not sure if you need income protection? Here are 7 truths about disability income insurance that you should consider: https://bit.ly/41wdqXX #DIAM23

Office information

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Address:

953 Farmington Ave
Berlin, CT 06037

Phone:

(860) 828-8890

Email:

GenesisFinancialGroup@Thrivent.com

Operating hours:

M – F: 8:30 a.m. – 4:30 p.m.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.