Emerald Financial Group (Charlotte)

www.myemeraldfinancial.com

Emerald Financial Group was started with a goal to give our clients a well-rounded, fully comprehensive approach to overall financial planning. This involves every aspect of a person’s financial life to make sure each person’s financial health is perfectly balanced. As money can be one of the biggest causes of stress that people will face in their life time, our mission is to provide security and peace of mind when it comes to managing your financial household. Our job is not to tell you directly what you can and cannot do with regards to your money. Rather, we are your educators and advisors; ones who will work with you to collaboratively create strategies that will help you find the balance between enjoying today and preparing for tomorrow. Through work with individuals, small business owners, and educational seminars, we strive to be resources to our community by helping to increase wealth, developing multi-generational legacy planning, developing increased charitable giving, and financial planning strategies by advocating for our clients, and those that they care most about. By utilizing this process, we can protect and maximize their wealth potential and allow for the control and enjoyment of that wealth. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendations, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 6000 Fairview Road, Suite 1425; Charlotte, NC 28210 | 704-362-6787. Emerald Financial Group is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 3706112PC_Aug23

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Emerald Financial Group was started with a goal to give our clients a well-rounded, fully comprehensive approach to overall financial planning. This involves every aspect of a person’s financial life to make sure each person’s financial health is perfectly balanced. As money can be one of the biggest causes of stress that people will face in their life time, our mission is to provide security and peace of mind when it comes to managing your financial household. Our job is not to tell you directly what you can and cannot do with regards to your money. Rather, we are your educators and advisors; ones who will work with you to collaboratively create strategies that will help you find the balance between enjoying today and preparing for tomorrow. Through work with individuals, small business owners, and educational seminars, we strive to be resources to our community by helping to increase wealth, developing multi-generational legacy planning, developing increased charitable giving, and financial planning strategies by advocating for our clients, and those that they care most about. By utilizing this process, we can protect and maximize their wealth potential and allow for the control and enjoyment of that wealth. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendations, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 6000 Fairview Road, Suite 1425; Charlotte, NC 28210 | 704-362-6787. Emerald Financial Group is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 3706112PC_Aug23

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Employees

1-10

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Founded

2016

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Potential Decision Makers

  • Founding Partner and Certified Financial Planner

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  • Financial Services Professional

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  • Disclosure

    Email ****** @****.com
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  • Financial Professional

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    Phone (***) ****-****

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