Emerald Financial Group

Emerald Financial Group provides financial planning services. They focus on educating and empowering clients to take control of their financial futures. The company offers complimentary appointments in person or via Zoom to discuss financial goals and create a financial empowerment plan.

Their process includes a listening and engagement session to determine how they can best help clients live their best lives. They aim to provide clients with a clear understanding of their financial situation and help them implement strategies to achieve their goals.

The team at Emerald Financial Group includes Wealth Planners and Relationship Managers. They emphasize helping clients stop feeling overwhelmed, fearful, and out of control about their financial futures.