Genesis Financial Partners | Investment Services

Genesis Financial Partners
Helping to Create Brighter Futures
301 W. Bay Street 14th Floor
Jacksonville, FL 32202
(904) 329-7270
Fax: 
(904) 352-2215
info@genesisfinancialpartners.com

Coupons for Genesis Financial Partners

Free Full Comprehensive Plan
To know where you are going financially you need a roadmap. Let us build a financial plan for you so we can help get you where you want to go. $500 value.
FREE Retirement Planning Strategy Session
More information, more education, and more planning is needed for retirement. Take advantage of the opportunity to let us help you with an in depth Retirement Planning Strategy Session. $500 value.

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About Us

Genesis Financial Partners

Today, we believe the need for competent, objective financial guidance has never been greater.

For that reason, one of the most important decisions you can make may be to seek the advice of a trusted, qualified professional. Our mission and guiding philosophy is to provide you with the highest level of personal & professional services. We start this process by examining your total financial picture, define your life goals, establish the right financial plan, provide needs based strategies, and monitor your plan along the way so that you stay on track.

 

Genesis Financial Partners is a full-service Financial Planning Firm. Being independent means that we are free to recommend only those products and services that address our clients’ needs – that is, no sales quotas or pressure to sell proprietary products. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals. Contact us today for more information.

Additional Information

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Genesis Financial Partners, a registered investment advisor and separate entity from LPL Financial.

Services

Financial Planning
Insurance
Investments Management

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