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First Genesis delivers comprehensive, state-of-the-art financial solutions to a select group of executives,business owners and other successful individuals and families who have unique planning and wealth management needs. Through its partnership with Creative Financial Group, First Genesis offers a comprehensive suite of financial services that range from life, disability income and long-term care insurance to estate planning strategies, investments and retirement planning.

First Genesis also offers solutions to corporate clients and their employees through both formal and informal relationships with some outside entities including benefits administration, risk management, purchasing strategy, business succession planning and retirement planning and education funding strategies. Our organizational structure makes us large enough to deliver institutional quality solutions and small enough to respond quickly to change.

Many of our professionals possess the industry’s highest credentials including the following designations and degrees: CPA, ChFC®, CLU®, JD, MBA, AEP, CASL. Our senior partners average 20 years with the firm; all of our original partners are still with us. Over the years, this dedicated team has built a wealth of experience and knowledge that they use to help you succeed.

MBE Certification
First Genesis Financial Group is a certified African-American owned Minority Business Enterprise (MBE) with the Minority Supplier Development Council of Pennsylvania, New Jersey, and Delaware and the Commonwealth of Pennsylvania Department of General Services. President, Roman McDonald, owns 100% of this minority-owned firm.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax or legal professional for guidance.