EMERALD WEALTH MANAGEMENT SOLUTIONS

Emerald Wealth Management Solutions, LLC, was founded after DeAnne Mathis, a CERTIFIED FINANCIAL PLANNER™ professional, was tired of working for a parent company that dictated the types of investments she should sell to her clients... Welcome to Emerald Wealth Management Solutions, LLC! We think we've got the best jobs in the world. We help people work toward the goals they cherish-and we love doing it. We partner with you to develop a doable course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal.

Also known as: Emerald Wealth Management Solutions, LLC

Primary location: Coral United States