Genex was founded on being independent, entrepreneurial & family first, a boutique firm with a family business feel. We provide holistic wealth planning & consulting services to a smaller, select group of clients. The entire client experience must be unique; doing it the “Genex Way.” In this ever-changing, fast paced, competitive world, our task is to slow down, listen, & deliver extraordinary service. Client goals become our goals & marching orders. If there’s a problem, Genex will help solve it. If outside expertise is needed, Genex will find it. We want more people to be exposed to our process & the “Genex Way”. Our footprint & brand is growing & new advisors will be added. Their clients should benefit from the “Genex Way” & be positively impacted.
We want to hear your story! Whether you are an advisor looking for a new home or a prospective client looking to interview our firm, we look forward to sharing more details with you.
Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Genex Consulting. Securities offered by Registered Representatives through Private Client Services, (“PCS”) Member FINRA/SIPC. PCS and Summit are unaffiliated entities. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 10900 Manchester Rd,
- Phone
- +1-314-590-5900
- st****@****stl.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- genexstl.com
- Keywords
- Financial Planning.
- HQ
- Kirkwood, Missouri
Genex Consulting Stl Questions
Genex Consulting Stl's helpline number is +1-314-590-5900
Genex Consulting Stl's website is genexstl.com
Genex Consulting Stl's LinkedIn profile is https://www.linkedin.com/company/genex-consulting-stl
Genex Consulting Stl has
19 employees.
View email and phone details for 19
employees at Genex Consulting Stl.
Genex Consulting Stl's industry is
Financial Services
Genex Consulting Stl's top competitors are
Cognis Retirement Group®,
Avedisian Law Llc,
Gordon Asset Management, Llc,
Global Medics,
Miami University Professional Sales Club,
Genex Consulting Inc.,
Carr Wealth Planning,
Quantil Inc.,
Alexander Wealth Planning, Llc,
Severin Investments Llc.
Genex Consulting Stl's support email address is stacie@genexstl.com
Genex Consulting Stl's categories are Financial Services
Genex Consulting Stl's founding year is 2008
