Generational Financial Partners, LLC

Financial ServicesGeorgia, United States2-10 Employees

Generational Financial Partners serves individuals, families and businesses of all kinds. We specialize in helping affluent families and growing businesses plan for continued success and steward the resources that success brings. When it comes to individual clients, we strive to deliver the same high quality of care to all who come through our doors. We have developed specialties in dealing with: Physicians: Physicians face unique financial circumstances, typically with high income but similarly high expenses and levels of debt. With countless relationships with physicians, we understand these circumstances well and are adept at crafting solutions that make sense for physicians young and old. Business owners: Business owners confront questions the rest of us do not. As a business owner, you are responsible not only for your own family but for your employees and, by extension, for the families their income sustains. Executives: Executives have achieved professional success and are often looking for guidance in how best to steward their success for their children, their grandchildren, and even generations beyond. Generational Financial Partners is focused on the long term. --- Benjamin Yin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Benjamin Yin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Benjamin Yin is registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser. 4720 Peachtree Industrial Blvd., Suite 5202 Norcross, GA 30071 (770) 458-9700. Generations Financial LLC as well as NYLIFE Securities LLC and its affiliates do not provide tax, legal or accounting advice.

Sign up for free to view info

Email Format Employee directory