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Robert Marshall Genereaux

Retirement Income Solutions, Inc.

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About Robert Marshall Genereaux

Robert Genereaux is a financial advisor with Retirement Income Solutions, Inc. located in Ann Arbor, Michigan. Robert Genereaux has been in the financial services industry since 2013. Robert Genereaux is a Certified Financial Planner. The firm focuses on financial planning, pension consulting, and portfolio management. Robert Genereaux provides financial advice to a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Robert Genereaux is currently registered with Retirement Income Solutions, Inc.. Retirement Income Solutions, Inc. is an investment advisor located in Ann Arbor, Michigan. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and high-net-worth individuals, as well as corporations, charitable organizations, and pension and profit sharing plans. The firm manages over $2.4 billion in regulatory assets under management.
Retirement Income Solutions, Inc.

2301 PLATT ROAD

ANN ARBOR, MI 48104

$2.42B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Genereaux’s Registration & Firm History

MI

02/01/2024 - Present

Retirement Income Solutions, Inc. (ANN ARBOR MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Marshall Genereaux.
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