GenoaFinancial offers a full range of services including brokerage accounts, IRA, 401k, 403b and pension rollover planning, professional money management, individuals stocks and bonds, mutual fund, annuities, college savings plans and insurance planning.
Whether planning your retirement or saving for your children’s college education, GenoaFinancial provides each customer with individually customized financial options tailored to fit their specific goals. Start with a FREE initial consultation to determine your needs and goals and build confidence in your financial future.
AARON MOORE, CFP®
Vice President, Financial Consultant
Focusing on investment management and retirement planning Aaron earned a Bachelor’s Degree from The University of Toledo and is a Certified Financial Planner™. He holds the FINRA Series 7, 66, and 24 licences (or registrations) held through LPL Financial® and is a Registered Investment Advisor of LPL Financial®.
Ryan joined GenoaFinancial in 2012 as one of our Financial Consultants focusing on retirement planning, investment management, and life insurance. He holds degrees in Accounting and Financial Services from Terra State Community College, holds the FINRA Series 7, 63 and 65 licenses (or registrations) through LPL Financial® and is a Registered Investment Advisor of LPL Financial®.
Client Services Associate
Jordan was brought on to the GenoaFinancial team in 2016 as our Client Services Associate to help facilitate with the needs of the financial advisers and their clients. He has earned a Bachelor's Degree from Bowling Green State University, holds the FINRA Series 7 and 66 licenses (or registrations) held through LPL Financial®, and is a Registered Investment Advisor® for LPL Financial®.
Investment Products are:
Not FDIC Insured | No Bank Guarantee | May Lose Value
Not a Deposit | Not Insured by any Federal Government Agency