Genesis Wealth Advisor Group Revenue

Financial Services • Mt. Laurel, New Jersey, United States • 1-10 Employees

Genesis Wealth Advisor Group revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Genesis Wealth Advisor Group

Scott Jones

Founder & Financial Advisor

Company overview

Headquarters	3000 Atrium Way, Suite 238, Mount Laurel, NJ 08054, US
Phone number	+18562833959
Website	genesisadvisorgroup.com
NAICS	52
SIC	628
Keywords	Education Planning, College Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Planning For Incapacity, 401(K)/403(B) Investment Guidance, Death And Disability, Multi-Generational Wealth & Estate Planning, Portfolio/Investment Management, Social Security Income Maximization
Founded	2011
Employees	1-10
Socials

Genesis Wealth Advisor Group Email Formats

Genesis Wealth Advisor Group uses 1 email format. The most common is {first initial} (e.g., j@genesisadvisorgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@genesisadvisorgroup.com	100%

About Genesis Wealth Advisor Group

Comprehensive Wealth & Retirement Planning Services in Mount Laurel, NJ. Serving New Jersey, Greater Philadelphia, PA Communities & multiple states. Genesis Wealth Advisor Group, LLC offers multi-generational wealth management and estate planning services. We help individuals and hard working families to create a far-reaching financial plan. One that works not just for your lifetime, but also future generations. Cohesive Team of Wealth Managers & Financial Planners 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. Integrity & Confidentiality As independent financial advisors we provide unbiased recommendations & solutions to our clients without the pressure to sell proprietary products. Your best interests always come first. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Genesis Wealth Advisor Group has never raised funding before.

Genesis Wealth Advisor Group Tech Stack

Discover the technologies and tools that power Genesis Wealth Advisor Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Microsoft Advertising

Advertising

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Genesis Wealth Advisor Group is located in Mt. Laurel, New Jersey, US.

You can reach Genesis Wealth Advisor Group at +18562833959.

Genesis Wealth Advisor Group generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Genesis Wealth Advisor Group has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Genesis Wealth Advisor Group was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Genesis Wealth Advisor Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Genesis Wealth Advisor Group

Scott Jones

Founder & Financial Advisor

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