Company profile
Emerald Financial Group (Charlotte)
Financial services with clear-cut strategies.
- Industry
- Financial Services
- Employees
- 10
- Headquarters
- Charlotte, North Carolina
- Founded
- 2016
- LinkedIn followers
- 430
- Office locations
- 1
Emerald Financial Group (Charlotte) company summary
Emerald Financial Group (Charlotte) is a company in the Financial Services industry, headquartered in Charlotte, North Carolina, founded in 2016. On LinkedIn the company has around 10 employees and 430 followers.
What technology does Emerald Financial Group (Charlotte) use?
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About Emerald Financial Group (Charlotte)
Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning. This involves all aspects of financial life to make sure each person’s financial health is strategically balanced. As money can be one of the biggest causes of stress that people will face, our mission is to provide security and confidence 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, develop multi-generational legacy planning, increase charitable giving, and using financial planning to advocate for our clients and those they care most about. IMPORTANT DISCLAIMER: Blueprint Financial Advisors (BFA) d/b/a Emerald Financial Group (Emerald) and MIAI, Inc. (MIAI) d/b/a Emerald are investment advisers under Investment Advisers Act of 1940. Registration as an investment adviser doesn’t imply level of skill or training. Visit adviserinfo.sec.gov & search firm name for more info. The info contained here is for informational purposes only & should not be considered investment advice or a recommendation to buy or sell any specific security or of any strategy or investment product. This profile should not be considered as a solicitation for services. Any 3rd-party content is not endorsed or guaranteed. Investing involves risk, including possible loss of principal. Securities offered through Maplewood Investments (MPLW), member FINRA, SIPC. Advisory services offered through BFA & MIAI, SEC Registered Investment Advisors. MPLW, BFA & MIAI are affiliated. MPLW does not provide tax, legal, or accounting advice.
Where is Emerald Financial Group (Charlotte) located?
Emerald Financial Group (Charlotte) lists 1 location.
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Frequently asked questions about Emerald Financial Group (Charlotte)
What does Emerald Financial Group (Charlotte) do?
Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning. This involves all aspects of financial life to make sure each person’s financial health is strategically balanced. As money can be one of the biggest causes of stress that people will face, our mission is to provide security and confidence 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, develop multi-generational legacy planning, increase charitable giving, and using financial planning to advocate for our clients and those they care most about. IMPORTANT DISCLAIMER: Blueprint Financial Advisors (BFA) d/b/a Emerald Financial Group (Emerald) and MIAI, Inc. (MIAI) d/b/a Emerald are investment advisers under Investment Advisers Act of 1940. Registration as an investment adviser doesn’t imply level of skill or training. Visit adviserinfo.sec.gov & search firm name for more info. The info contained here is for informational purposes only & should not be considered investment advice or a recommendation to buy or sell any specific security or of any strategy or investment product. This profile should not be considered as a solicitation for services. Any 3rd-party content is not endorsed or guaranteed. Investing involves risk, including possible loss of principal. Securities offered through Maplewood Investments (MPLW), member FINRA, SIPC. Advisory services offered through BFA & MIAI, SEC Registered Investment Advisors. MPLW, BFA & MIAI are affiliated. MPLW does not provide tax, legal, or accounting advice.
How many employees does Emerald Financial Group (Charlotte) have?
Emerald Financial Group (Charlotte) has around 10 employees on LinkedIn.
Where is Emerald Financial Group (Charlotte) headquartered?
Emerald Financial Group (Charlotte) is headquartered in Charlotte, North Carolina.
When was Emerald Financial Group (Charlotte) founded?
Emerald Financial Group (Charlotte) was founded in 2016.
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