Generations Asset Management

Generations Asset Management Generations Asset Management works with families and businesses for their Investment Management, Ins

Generations Asset Management has business operations in two areas of PA. Generations Asset Management represent a diverse team of financial professionals who share a common objective. We understand people have goals for their savings and retirement as well as dreams and bequests for their families. It may be a family member, a purpose, a charity, or an organization. We feel that peoples financial

efforts, if properly planned and cared for, can extend to generations of others. Our principal advisors are:

Joan Lyons , CFP ®
Managing Partner

Wendy Bowes CLTC
Managing Partner

Michael Barrett
Managing Partner


776 Bull Run Crossing, Suite 100
Lewisburg, PA 17837
Office/Fax 570-972-2613


214 High Street, Suite B
Lock Haven, PA 17745
Office/Fax 570-748-4222

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org
Investment advice offered through Good Life Advisors LLC, a registered investment advisor. Good Life Advisors LLC, and Generations Asset Management are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The financial professionals associated with Generations Asset Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

A reminder that Generations Asset Management offers shredding, faxing and Notary Public services to our clients. Call u...
01/13/2026

A reminder that Generations Asset Management offers shredding, faxing and Notary Public services to our clients. Call us for more information.
*570-972-2613*

The Pennsylvania Farm show started yesterday --and runs through Saturday, January 17th.
01/11/2026

The Pennsylvania Farm show started yesterday --and runs through Saturday, January 17th.

Experience the 2026 Pennsylvania Farm Show in Harrisburg—Jan 10-17! Celebrate “Growing a Nation” with food, fun, and farm traditions.

As you're preparing to file your 2025 tax return --and cleaning out files, should you keep or shred ??
01/09/2026

As you're preparing to file your 2025 tax return --and cleaning out files, should you keep or shred ??

Get tips on record retention -- Learn the period of limitation on income tax returns, connecting records with property and keeping records for nontax purposes.

**FYI: there are different deadlines for the various tax documents you receive**
01/07/2026

**FYI: there are different deadlines for the various tax documents you receive**

IR-2025-116, Nov. 26, 2025 — The Internal Revenue Service encourages taxpayers to take steps now to prepare for the upcoming filing season by visiting IRS.gov/GetReady for tips on what is new and what to consider before filing.

With 2025 behind us, it’s a good time to celebrate some of LPL's better forecasts from last year while also reviewing so...
01/05/2026

With 2025 behind us, it’s a good time to celebrate some of LPL's better forecasts from last year while also reviewing some misses we can learn from.

LPL Research reviews 2025 market forecasts: wins, misses, and lessons in equities, fixed income, and the economy to inform 2026 strategy. Learn more.

'Tax Season' is just around the corner - the IRS provides resources and tools to help you file accurately and timely.
01/05/2026

'Tax Season' is just around the corner - the IRS provides resources and tools to help you file accurately and timely.

Get free tax help from the IRS. File your taxes, get help preparing your return, help yourself with our online tools, find your local office – or call us. We’re here to help.

How are you making out with your New Year's resolutions?
01/03/2026

How are you making out with your New Year's resolutions?

The habit of breaking them is probably only a couple days younger

We wish health and happiness in 2026 for all our clients, family and friends!
01/01/2026

We wish health and happiness in 2026 for all our clients, family and friends!

Our Office will close at 1 pm on December 31st, reopening January 5th at 8 am.
12/31/2025

Our Office will close at 1 pm on December 31st, reopening January 5th at 8 am.

There's only a few business days left in 2025! Tick Tock!!
12/29/2025

There's only a few business days left in 2025! Tick Tock!!

There are several steps you can take to improve your finances and start the new year off right. Here are nine end-of-year money moves to boost savings and reduce debt.

Hoping one and all are enjoying the Holidays!
12/27/2025

Hoping one and all are enjoying the Holidays!

We wish our clients, family and friends a Merry Christmas!(our office will be closed today and tomorrow - reopening Dece...
12/25/2025

We wish our clients, family and friends a Merry Christmas!

(our office will be closed today and tomorrow - reopening December 29th)

Address

776 Bull Run Xing
Lewisburg, PA
17837

Telephone

+15709722613

Website

Alerts

Be the first to know and let us send you an email when Generations Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Generations Asset Management:

Shortcuts

Share

Category