Gen Y Planning

Gen Y Planning

Financial Services

New York, New York 177 followers

Financial planning firm geared toward millennials.

About us

We are NOT your father's financial planner. The Gen Y Planning team believes that your 20s and 30s are one of the best times to seek financial planning help in order to build a secure financial foundation for the future.Young professionals are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. We help clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more. Are you looking for guidance as you make major financial decisions? Would you like to get your money organized and set actionable goals? Gen Y Planning can help! Here's how you can apply to become a client: www.genyplanning.com/apply.

Industry
Financial Services
Company size
2-10 employees
Headquarters
New York, New York
Type
Self-Owned
Founded
2013
Specialties
Financial Planning for Millennials, Financial Planning for Gen Y, Financial Planning for Young Professionals, Financial Planning for Young Couples, Financial Planning for Entrepreneurs, Financial Planning for Small Business Owners, and Financial Planning for Women

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