Richard Kennell

Financial Professional at Emerald Financial Group

Role: Partner Financial Professional at Emerald Financial Group Charlotte
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Richard Kennell

When you plan well, you can live your dream. It’s important to know how every dollar is…

Experience

Partner Financial Professional
Emerald Financial Group Charlotte
Aug 2019 — Present · Charlotte, NC, US
I am in the business of helping people build and maintain their financial independence, to provide my clients with my knowledge and experience to help them identify and address their problems, and meet their goals so they can live their dreams.• Strategies for Retirement• Asset Allocation Srategies• Executive Benefit/Business Succession Strategies• Estate Conservation/Philanthropic StrategiesI will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Emerald Financial Group, its agents, and representatives do not provide tax and/or legal advice.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities offered through HTK. Member FINRA / SIPC 600 Dresher Rd, Horsham, PA 19044, USA. 80••••••37, Emerald Financial Group is unaffiliated with HTK. 60•••90RG_Oct25

Education

Sullivan County Community College
Associate's degree, Hotel, Motel, and Restaurant Management

Contact information

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Work email
•••••@myemeraldfinancial.com
Personal email
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Current company

Emerald Financial Group Charlotte

Financial Services · 9 employees · Founded 2016 · Charlotte, North Carolina, United States

Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning. This involves all aspects of financial life to make sure each person’s financial health is strategically balanced. As money can be one of the biggest causes of stress that people will face, our mission is to provide security and confidence when it comes to managing your financial household. Our job is not to tell you directly what you can and cannot do with regards to your money. Rather, we are your educators and advisors, ones who will work with you to collaboratively create strategies that will help you find the balance between enjoying today and preparing for tomorrow. Through work with individuals, small business owners, and educational seminars, we strive to be resources to our community by helping to increase wealth, develop multi-generational legacy planning, increase charitable giving, and using financial planning to advocate for our clients and those they care most about. IMPORTANT DISCLAIMER: Blueprint Financial Advisors (BFA) d/b/a Emerald Financial Group and and MIAI, Inc. d/b/a Emerald Financial Group are investment advisers under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more info, visit adviserinfo.sec.gov and search our firm name. The info here is for informational purposes only and should not be considered as investment advice or as a recommendation to purchase or sell any specific security or of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Securities offered through Maplewood Investments, member FINRA, SIPC. Advisory services offered through BFA and MIAI, SEC Registered Investment Advisors. Maplewood, BFA, and MIAI are affiliated. Maplewood does not provide tax, legal, or accounting advice.

myemeraldfinancial.com

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About Richard Kennell

Experience

Partner Financial Professional

Education

Sullivan County Community College

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