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Genesis Planning and Wealth Management
Genesis Planning and Wealth Management
333 University Ave Suite 200, Ofc 84
Sacramento
California
95825
United States
Tel: (916) 282-2214
Website: www.genesis-wealthmanagement.com/
Business type:
Business InformationOur mission at Genesis Planning and Wealth Management is to be the go-to, client-centered, trusted resource, leveraging our in-depth knowledge and extensive experience to help clients pursue their financial goals and preserve their dreams. We are committed to providing personalized, comprehensive financial planning and wealth management services that empower our clients to navigate their financial journeys with confidence. At Genesis, we understand that every client is unique, with individual risk profiles, goals, and preferences. Our process begins with a discovery phase, where we dedicate time to understand your timelines, aspirations, and needs.
Opening Times
Monday
08:00am - 05:00pmTuesday
08:00am - 05:00pmWednesday
08:00am - 05:00pmThursday
08:00am - 05:00pmFriday
08:00am - 05:00pmSaturday
ClosedSunday
ClosedMap location Select here to view map
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