Genesis Financial Group-Plano

Genesis Financial Group in Plano, Texas is a finance institution dedicated to helping individuals achieve financial independence. Located at 1400 Preston Road, our experienced professionals work with clients to create personalized strategies that address their unique situations and goals. Whether you are looking to plan for retirement, build personal wealth as a business owner, or simply gain control of your finances, our team is here to help.

At Genesis Financial Group, we believe in delivering comprehensive financial planning that goes beyond just investment services. We aim to improve the lives of our clients by helping them find meaning and purpose in their financial decisions. Our advisors are committed to providing personalized advice and guidance to help you reach your financial goals.

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and advisory services are provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please note that Genesis Financial Group and Cambridge are not affiliated.

If you are seeking financial guidance in the states of AL, AZ, CO, CT, FL, HI, KS, KY, MN, MO, NC, ND, NM, OH, OK, TX, UT, or the Virgin Islands, we invite you to contact us for a free consultation. Let us show you the difference that personalized financial planning can make in your life.