Emergent Financial Group
Profile set up by Edverise AISet Up By Edverise AI
Edverise AI built this profile by analyzing thousands of data points across the web. If you own this business, become an Edverise partner to manage and update your profile.
Overview
2 - 9
Employees
2021
Year Founded
ABOUT EMERGENT FINANCIAL GROUP
Helping Businesses Build Better Benefit Plans
Situated in the center of Atlanta, Emergent Financial Group LLC is a specialized advisory firm that takes a distinct approach to financial management. We excel in partnering with small businesses of various sizes to develop innovative employee benefit plans usually reserved for larger corporations. Our extensive range of services includes benefit consulting, estate planning, and expert wealth management strategies. We are dedicated to equipping small business owners with the necessary tools and resources for success. Our diverse team leverages deep industry expertise to deliver tailored solutions, helping our clients make well-informed financial choices and safeguard their future.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2021
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Employee Benefits Consulting
30% Financial Advisory & Consulting
20% Estate Planning Services
About the Team
OUR STORY
Emergent Financial Group is dedicated to empowering small business owners in Brookhaven, GA, to make informed financial decisions. With expertise spanning retirement planning, employee benefits, business insurance, and investment guidance, they craft personalized strategies tailored to each client's goals. As a locally rooted firm, they recognize the distinct challenges faced by small businesses and offer clarity, confidence, and steadfast support for growth. Collaborating with top portfolio managers, they provide superior risk-adjusted returns across 18 asset classes. Their comprehensive services encompass eight product lines, delivering innovative, affordable insurance and benefit solutions comparable to those of large corporations. Backed by over 20 years of experience and partnerships with reputable firms like Lincoln Financial Group and The Standard Benefits, Emergent Financial Group champions
