A true relationship can only be established through personal interactions.
How to Begin:
Phone conversation and video conferences have a place, and we use them.
But there is no substitute for a good, old-fashioned, in-person conversation.
Speaking of good old fashion, we enjoy making house calls.
Whether you prefer we meet at your home, our Destin office or perhaps for a cup of coffee in a favorite diner, we are there for you.
➡ Any question is a good question.
➡ We will schedule a time and location that is best for you.
What Are Our Customers Saying About Us?
“When I retired nearly a decade ago, I realized I could not afford to lose my retirement savings in stock market crashes and recover again—which happened several times since 2001—because recovering takes years to rebuild my funds. Being retired, I no longer had the luxury of a good income to re-invest.
I heard the radio ads for Emerald Coast Financial Accounts on the radio and decided to check it out. To my surprise, I first met Paul Renfroe personally. They reviewed my entire retirement portfolio, and devised a plan to roll over all my investments from big institutions into ‘Pots’ or buckets of funds. Each pot pays me for a five-year period while the remaining buckets grow—providing me with a guaranteed lifetime of growing income.
Every time I call Emerald Coast Financial Accounts, or need to meet, they respond in person. There is no automated phone system or talking with a different ‘advisor’ long distance, for every single question or need. Paul and Brent personally watch my accounts and make adjustments according my wishes, life changes, or market shifts.
Paul and Brent are honest advisors. So far, I could not be more pleased or comfortable with my shift to Emerald Coast Financial Accounts. I trust them with my whole savings plan now. I would strongly recommend them to anyone desiring a more stable investment strategy.”