Emm Financial Services, Inc.
Financial Service
Why pick this one
EMM Financial Services, Inc. creates customized financial plans for Greensboro individuals and families, with Investor360° access to account information and statements.
Best for
- Individuals and families seeking a customized financial framework
- Clients who want ongoing financial plan tracking and monitoring
- Clients seeking online access to consolidated account statements through Investor360°
- People wanting help defining goals, increasing savings, and managing assets
Specialties
- customized financial planning
- financial goal planning
- savings planning
- asset management
- financial plan monitoring
What makes them different
- Creates structured, customized financial plans intended to evolve with clients over time
- Provides Investor360° access to detailed account information and monthly consolidated statements
- Uses an initial conversation to match prospective clients with a financial professional based on their background and requirements
- Serves individuals and their families through a team that includes three financial advisors
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 3705 W Market St, Greensboro, NC 27403-1586
- Phone
- 13362883288
- Website
- https://emmfs.com
- jmyers@emmfs.com
Services
- financial planning
- asset management
- savings strategy
- ongoing financial plan tracking
- online investment account access