270 Madison Avenue
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
At Genesis we will listen to your particular needs, aspirations, and goals. We will educate you and give you options regarding the services and products that will help you attain these goals. From this point we will tailor a plan especially for you. We will regularly review and update your plan to ensure that your personal, family, and business needs are being met. Genesis offers and coordinates professional counsel of financial planners, tax accountants, money managers, estate attorneys, insurance agents and mortgage professionals to address the many financial situations that are faced in one's lifetime.