GenoaFinancial offers access to 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 licenses (or registrations) held through LPL Financial and is an Investment Advisor Representative of LPL Financial.
JORDAN MOORE, CFP®, ChFC®
Serving as a Financial Consultant on the GenoaFinancial team since 2017, Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. He earned a Bachelor's Degree from Bowling Green State University in 2009, holds the FINRA Series 7 and 66 licenses (or registrations) held through LPL Financial, and is an Investment Advisor Representative for LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GenoaBank and GenoaFinancial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name GenoaFinancial, and may also be employees of GenoaBank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GenoaBank or GenoaFinancial. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or
Not Bank Guaranteed
Not Bank Deposits
May Lose Value