Emerald Financial Group
Bank Credit Union
Why pick this one
Emerald Financial Group has over 50 years of experience and provides a comprehensive approach to financial planning tailored to individual client needs.
Best for
- individual financial planning
- tax strategy for businesses
- wealth management for retirement
- business exit strategy planning
Look elsewhere if
- strictly budget financial services
- clients looking for basic banking services only
Specialties
- comprehensive financial planning
- tax planning strategies
- wealth management
- business planning strategies
- estate planning strategies
Certifications
- Certified Financial Planner (CFP)
- LUTCF
- CLU
- ChFC
- CEPA
What makes them different
- focus on comprehensive, tax-efficient financial planning
- tailored solutions for individual client needs
- emphasis on long-term financial health
- collaborative approach with clients
- specialized services for women's financial planning
- Years in business
- over 50 years
Distilled from this business's own website.
Contact & Location
- Address
- 13777 Ballantyne Corporate Pl #225 Ste 225, Charlotte, NC 28277
- Phone
- 7043626786
- Website
- https://www.myemeraldfinancial.com/
- team@myemeraldfinancial.com
Services
- financial planning
- wealth management
- business planning
- protection
- retirement planning
- estate & tax strategy