Additional information

Overview:

Emerald Financial Services, Inc. offers a complete range of Income Tax and Financial Services, Retirement Planning, Risk Management, and Business & Technology Consulting for both individual and corporate clients.

Our Professional staff is comprised of an experienced Certified Financial Planner, along with a number of Certified Public Accountants, who together provide our clients with the best solutions based on both practical and empirical insights.

Using modern technology combined with our extensive research and professional staff provides our clients access to the resources necessary to help develop and implement solutions required to succeed in today's complex business and financial environment.

Our Services:

Personal

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

Corporate

* Accounting
* Income Tax
* Qualified Retirement Plans (401K, Simple & SEP)
* Business & Financial Services
* Technology Services - infrastructure consulting
* Risk Management
* Group Life, NYS, DBL, STD/LTD
* Health Insurance
* Dental Insurance

Securities offered through Wall Street Financial Group, Inc., Registered Investment Advisor, Member FINRA/SIPC.

History: Founded in 1978

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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