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Serving The Financial Planning Needs of New Jersey, and the Greater Philadelphia, PA Communities
Genesis Wealth Advisor Group, LLC offers multi-generational wealth management and estate planning services. We help individuals, business owners and hard working families to create a far-reaching financial plan. One that works not for your lifetime, but also future generations.
Access our Free Financial Assessment and see if you are on track for your goals today. Getting started is easy. Just follow the guided process to enter your info.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
As a leading Mount Laurel, New Jersey based financial services firm, our mission is to help you grow and preserve wealth, protect assets, generate income and align your financial plan with your values and lifestyle goals. Our advisors have been serving our local communities for over 15 years.
Plan today, for the security and freedom you desire for tomorrow and for your future generations.
Meet Founder & Financial Advisor Scott Jones, a Registered Financial Consultant (RFC®) and Chartered Retirement Planning Counselor (CRPC®) and our team.
As financial advisors with an independent business model, we provide recommendations & solutions to our clients which we feel are in the clients best interest. Your best interests always come first. We apply the fiduciary standard to everything we do.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
to learn how we can help you work toward you financial dreams and goals. We help our clients work toward their goals one financial plan at a time. There's nothing cookie cutter about your life or your goals. Your financial plan and investment portfolio shouldn't be either.
In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today