Generation Capital Management,
Financial Services · 2 Employees
Phone Number: bvalenti@gencapmgmt.com
Email Address: bvalenti@gencapmgmt.com
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About
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 • Foundations
OUR SERVICES FALL INTO SEVERAL CATEGORIES:
ASSET MANAGEMENT
RETIREMENT PLAN FIDUCIARY CONSULTING
HOLISTIC FINANCIAL PLANNING
DIVORCE FINANCIAL ANALYSIS
403(B) PARTICIPANT SERVICES
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Website
Year Founded
2003
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Industry
Financial Services
HQ Location
1163 Pittsford Victor Rd
100
Pittsford, New York 14534, US
Keywords
financial planningvisoryportfolio managementRIAconsultantsfiduciary consultingivorce financial analysis403(b)401k457
Location
- 1163 Pittsford Victor Rd 100 Pittsford, New York 14534, US
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andy@gencapmgmt.com
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