Our Services

THE EMERALD ADVANTAGE - SERVICES OFFERED

Personal

* Income Tax Preparation & Planning
* Retirement & Estate Planning
* Risk Management (Insurance & Annuities)
* Securities Brokerage*
* 529 Plans
* Long Term Care Insurance

 


Corporate

* Accounting
* Income Tax
* Qualified Retirement Plans (401K, Simple & SEP)
* Business & Financial Services
* Technology Services - infrastructure consulting
* Risk Management


*

Securities offered through Wall Street Financial Group, Inc. Member FINRA/SIPC. Emerald Financial Services, Inc. and Wall Street Financial Group are separate entities and are not affiliated with each other in any way.