Welcome to Emerald Coast Financial Accounts
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Today's investment climate offers unprecedented opportunities. At Emerald Coast Financial Accounts, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
We believe that good financial decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Ready to meet in person, via phone, or video conference? Click here to request a time.
Office Locations
Emerald Coast Financial Accounts
Freeport, Florida
(850) 635-5859
Medina, Ohio
(330) 416-8281
Galion, Ohio
(419) 468-9190
