Question 1

What is GenRock Wealth Management?

Accepted Answer

GenRock Wealth Management is an independent financial services firm specializing in personal financial planning, retirement planning, estate planning, and company benefits. They offer services such as 401(k) plans, health and disability insurance, and aim to help their clients build generational wealth on a solid foundation.

Question 2

What are the areas of focus for GenRock Wealth Management?

Accepted Answer

GenRock Wealth Management's areas of focus include personal financial planning, retirement planning, estate planning, and company benefits. They specialize in 401(k) plans, health and disability insurance, and helping their clients achieve their specific financial goals.

Question 3

Who are the key people at GenRock Wealth Management?

Accepted Answer

GenRock Wealth Management was founded by Stephen Close, who had a vision to establish a financial firm that would benefit both individuals and privately held companies. Anaii Salazar joined the firm as an associate in 2023 and together they are expanding the company's vision and services.

Question 4

How long has GenRock Wealth Management been in business?

Accepted Answer

GenRock Wealth Management was originally founded in 2006 as "Close Financial Services, Inc." In November 2024, the company rebranded to GenRock Wealth Management.

Question 5

How can I contact GenRock Wealth Management?

Accepted Answer

To arrange a no-obligation consultation with GenRock Wealth Management, you can contact them at 702-440-6000. Their website also provides contact information and client forms.

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Close Financial Services Inc

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What is GenRock Wealth Management?

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Who are the key people at GenRock Wealth Management?

How long has GenRock Wealth Management been in business?

How can I contact GenRock Wealth Management?

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