Client Perspective
Service Culture

EMBREE FINANCIAL Group uses a client-centric approach to meet and exceed expectations for every client. EFG designs and customize each client’s plan based on their individual circumstances. Our proactive approach gives clients confidences in their financial track. We attend to needs as they arise crafting a solution that is tailored to each client’s unique state of affairs.

We deliver better solutions and service.

Integrity

EMBREE FINANCIAL Group is an independent advisory firm. The firm is not captive to any one provider or program. We identify and select the best providers, platforms and investment choices available in the marketplace for each and every client.

  • Benefit: Clients feel comfortable knowing they have a team acting as a steward and advocate.

Experience

Our colleagues hail from industry leaders, some of the biggest names on Wall Street. One hundred percent of our resources are devoted to investment and consulting clients.

  • Benefit: Clients feel the confidence that comes from clarity and preparedness for today and the future.

Dedication

We are committed to providing proactive, superior service. End‐to‐end accountability is a key to enduring relationships.

  • Benefit: Clients experience the assurance that comes from a long-term working relationship built on understanding.
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