Our Services

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Investment Management

  • Full-featured investment platform built for all investors
  • Comprehensive set of asset classes
  • Web-based and app-based version of trading platform
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Retirement & Financial Planning

  • Retirement Planning
    Investment Strategy
    Estate Planning
    Insurance & Annuites
  • Optimizing Social Security
    Trust Planning & Structure
    High Net Worth Strategies
    IRAs, Including Solo Ks
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1 Hour Free Financial Consultation

Retirement Planning • Financial Planning • Wealth-Building

Call (850) 776-1157 to Schedule Your Free Financial Consultation Today.

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Why Us?

Innovative Solutions

Genesis Financial provides access to new and innovative products and services, such as automated investment advice, budgeting tools, and financial planning services. We also provide access to new technologies, such as blockchain and artificial intelligence, which can help businesses and individuals make more informed decisions about their finances.

Plan for Success

Genesis Financial can help you achieve success by providing you with the tools and resources to make informed decisions about your finances. We can help you create a budget, manage your investments, and plan for retirement.

Excellent Service

Genesis Financial strives to provide excellent financial service by offering personalized advice and solutions tailored to our clients' individual needs. We are committed to providing the highest level of customer service and satisfaction, and we are dedicated to helping our clients reach their financial goals.

Professional Team

We are a team of highly experienced financial professionals committed to providing the highest quality of service to our clients. Our team is dedicated to helping our clients achieve their financial goals through sound financial planning and investment strategies.

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What Our Clients Say About Us:

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