Connie Nelson

Client Concierge at GEN Financial Management, Inc. - Plymouth, MN, US

Connie Nelson's Colleagues at GEN Financial Management, Inc.
Heidi Parsons

St. Paul Area - Client Services Associate

Contact Heidi Parsons

Aaron Lindberg

Certified Financial Planner and Chief Investment Officer

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Jill Rausch

Financial Planning Analyst

Contact Jill Rausch

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Connie Nelson's Contact Details
HQ
952-513-1466
Location
Greater Minneapolis-St. Paul Area
Company
GEN Financial Management, Inc.
Connie Nelson's Company Details
GEN Financial Management, Inc. logo, GEN Financial Management, Inc. contact details

GEN Financial Management, Inc.

Plymouth, MN, US • 5 - 9 Employees
Financial Services

GEN Financial is a group of diverse individuals, all skilled in financial management with the same determination to work as a team to exceed our clients' goals and expectations. We are an independent, fee-only advisory firm. Since 1998, we have helped our clients reach their financial goals with high-quality, objective financial advice. We offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees.We have a simple philosophy: We craft custom solutions that create success for our clients because every client has unique needs, goals and dreams.Flexibility is fundamental in our approach. We constantly monitor and re-evaluate your plan — making changes as needed — to ensure your plan keeps pace with your changing needs in life.

Financial Planning Investment Management Retirement Planning Comprehensive Wealth Management Asset Protection
Details about GEN Financial Management, Inc.
Frequently Asked Questions about Connie Nelson
Connie Nelson currently works for GEN Financial Management, Inc..
Connie Nelson's role at GEN Financial Management, Inc. is Client Concierge.
Connie Nelson's email address is ***@genfinancial.com. To view Connie Nelson's full email address, please signup to ConnectPlex.
Connie Nelson works in the Financial Services industry.
Connie Nelson's colleagues at GEN Financial Management, Inc. are Carla/Carlotta Renner, Heidi Parsons, Bryan Vancura, Aaron Lindberg, Claire Henry, Josh Moklestad, Jill Rausch and others.
Connie Nelson's phone number is 952-513-1466
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