Generation Capital Group

Financial Services - Cherry Hill, New Jersey, United States

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Generation Capital Group was founded to bring together professionals with diverse experience in addressing the variety of issues that families encounter as they progress through the various life stages from wealth accumulation, income planning and income distribution. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies. Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life. Think of us as your a-la-carte family office.We believe in Service - First, Last and Always℠. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our "Serve First" philosophy. And these are the commitments we make to each of our clients.If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.Securities and investment advisory services are offered through Lincoln Financial Advisors (LFA), broker-dealer (member FINRA and SIPC), and registered investment advisor. LFA is a fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. Generation Capital Group is not an affiliate of Lincoln Financial Advisors.Advisors are FINRA registered in the following states: NJ, PA, DE, FL, MA, NC, OR, VAInsurance Licensed: NJ, PA, DE, FL, MA, NCCRN-3605634-052521

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Employees: 2
HQ: (856) 651-6600
Location: Cherry Hill, New Jersey, United States
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