The Genesis Financial Service Group (GFSG) was formed in August of 2020.  After more than 20 years in the industry, this firm was established that offered more than just one kind of retirement planning service.  GFSG is a holistic planning firm that puts the needs of the client first in every area of their retirement planning needs. 

In order to succeed, GFSG has to cater to the growing need for a complete advisor capable of addressing the clients' needs concerning wealth management, retirement planning, life insurance, long-term care, and disability income.

GFSG would like to see our customers being served as all clients should be with understanding, compassion, and concern for their well-being.

Our goal is to start a trend in how firms should be structured for their advisors and their clients.  We want our advisors and clients to have access to the best asset protection and wealth management tools and products.

Our clients should feel that we are compassionate about their needs and that they are our number one priority.

We have the right amount in part of your retirement planning and asset take some needs. This means we don't want you to have too much on that's the way it is and not enough invested in your retirement assets and don't want everything in your retirement assets not enough in the insurance.

Trust is the cornerstone of our Genesis Financial Service Group's success. We know that you want to work with an organization where your financial security and independence are their top priority, which is why we focus on building long-term relationships founded on mutual trust and respect.

Genesis Financial Services Group

Genesis Financial Services Group's headquarters in Mooresville, NC, United States

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