Genwealth inc

37 Reviews

Average: 4.5 out of 5 Stars

3711 Long Beach Blvd
Suite #810
Long Beach, CA 90807
United States
562-912-7222

Good Tax planning . I saved good amount of money.
Lot of CPA are not aware of this

Shawn is very thorough and detailed oriented. He knows what he's talking about and takes care of my account as if its his own wealth. Highly recommended.

The entire team at Generational Wealth are terrific. I am a physician and entrepreneur with several consulting companies and development teams. Managing the income streams properly is quite a challenge especially when that isn't your strongest suit. My strength is creativity and finding solutions to... See More

Genwealth introduced some innovative ways to save money on taxes and some unique opportunities that we never heard from former accountants or advisors

I have really enjoyed working with GENwealth. Shawn answers all my questions and is always available to help me navigate the financial issues that come up. He has put in place a wonderful strategic wealth plan for me and the company.

I love the team at GenWealth
They are very knowledgeable and they are available at almost all times including weekends
I would highly recommend them for small businesses and family tax preparation

Genwealth has been great to me. They have helped me to develop strategies to save money and maximize my legal deductions as much as possible. They are always available and very curteous.

8/05/22

Coming from completing my residency and fellowship, I had no idea about the complexity of taxes. We found an accountant who did a pretty good job for where we were at that time. As life happens, there were changes in the income which meant changes in the taxes. I was looking for an accountant who understood my current position as well as the future I was seeing for my family and I.

I actually saw Genwealth on a Facebook ad in 2017 but I didn’t reach out until 2020. When I did, I was met by a wonderful team who... Read More

Sarah Gatumu
8/05/22

Sarah gave Genwealth inc an AWESOME Recommendation

Sarah G
7/12/22

Keerthy is very excited to recommend Genwealth inc

Keerthy S
12/10/21

Joi had a great experience with Genwealth inc

Joi D
12/09/21
Strategic Wealth Builders
10/17/21

I have worked with Amanda and Shawn and both are extremely good at what they do! Extremely helpful and professional.

Jen Guthrie
10/15/21
Perdita Fisher
10/18/21

I like Genwealth inc as they are are very prompt!

10/17/21

Genwealth inc got a great recommendation by Luvell

Luvell G
10/17/21

Jen Strongly Recommends Genwealth inc

Jen G
10/10/21

Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.

Don DuBose
10/10/21

Don Strongly Recommends Genwealth inc

Don D
10/09/21

GenWealth has great minds that are exceptional at creating a financial portfolio that fits your needs.

Mark Awanyai Jr.
10/09/21

Mark suggests you use Genwealth inc

Mark A
10/08/21

Good experience with Shawn

10/07/21

Genwealth has been great to me. They have helped me to develop strategies to save money and maximize my legal deductions as much as possible. They are always available and very courteous.

George Chaux MD
10/07/21

I have really enjoyed working with GENwealth. Shawn answers all my questions and is always available to help me navigate the financial issues that come up. He has put in place a wonderful strategic wealth plan for me and the company.

Katherine Wallisch
10/07/21
Valentina Holina
10/07/21

Valentina Strongly Recommends Genwealth inc

Valentina H
10/07/21

Great experience, very knowledgeable, generous and helpful. Would highly recommend.

Zade keilani

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