Director Business Development and Marketing at GENERATION CAPITAL MANAGEMENT LLC - Pittsford, NY, US
Generation Capital Management is an independent, SEC-Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided value to our clients through a premium level of investment service and an unbiased, effective investment process. GCM provides customized investment solutions and advice to help investors meet their increasingly demanding financial needs. We serve a wide variety of clients, including:Individuals • Trusts and Estates • Not-for-Profit Organizations • Corporations • Defined Contribution 457 Plans • 403(b) Plans • 401(k) Plans • Government Entities • FoundationsOUR SERVICES FALL INTO SEVERAL CATEGORIES:ASSET MANAGEMENTRETIREMENT PLAN FIDUCIARY CONSULTINGHOLISTIC FINANCIAL PLANNINGDIVORCE FINANCIAL ANALYSIS403(B) PARTICIPANT SERVICESTerms of Use:https://bit.ly/GenCapSocial