Genovese Associates
5.0
A second-generation boutique financial services firm dedicated to helping clients become and remain financially healthy.
About
As a second-generation boutique financial services firm, Genovese Associates is dedicated to helping clients become and remain financially healthy. The firm starts every new relationship with a comprehensive review of the client's current financial situation, explaining options for wise decisions and implementing a financial wellness strategy that provides peace of mind through every season of life.
The team includes Greg P. Genovese and Alison A. Longstreet, both licensed agents with extensive experience in estate planning, insurance, and investment advisory services.
Services
Life Plan Strategies for Your Business
Tailored financial planning for businesses to navigate income tax, estate conservation, and philanthropic planning.
Navigating Income Tax
Expert guidance on managing and optimizing income tax liabilities for individuals and businesses.
Lifetime of Hope Insurance and Annuities
Insurance and annuity solutions designed to provide financial security and peace of mind throughout life.
Credentials & Certifications
Reviews
