At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.
At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.
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. We truly value the relationships old and new. We are committed to providing the upmost care and support throughout your financial journey.
Our advice approach
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
Community impact
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.
News and insights
A proactive approach
If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
Office information
Address:
953 Farmington AveBerlin, CT 06037
Operating Hours:
M – F: 8:30 a.m. – 4:30 p.m.