Emerald Financial Advisors
614-389-7875
Welcome to Emerald Financial Advisors

7269 Sawmill Road Suite 100
Dublin, OH 43016

 

 

 

 

Emerald Financial Advisors
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  • Prepare Now for a Year-End Investment Review
    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
  • Retiring and Relocating? Don't Neglect State Taxes!
    If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
  • Leaving Assets to Your Heirs: Income Tax Considerations
    An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
  • What factors could negatively impact my credit report?
    Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
  • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
    Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
    
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Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Emerald Financial Advisors, LLC which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, GA, HI, IL, IN, IA, KY, MI, NJ, NY, NC, OH, PA, SC, TX and WV. No offers may be made or accepted from any resident outside the specific states referenced.