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.
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.
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 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
Office information
Address:
953 Farmington AveBerlin, CT 06037
Operating Hours:
M – F: 8:30 a.m. – 4:30 p.m.