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Who We Are

Karen Roberts ChFC

Wealth Planner, Speaker, Author

Danielle Diaz

Wealth & Medicare Planning

Ritz Morales

Relationship Manager

Office

5301 N. Federal Highway, Suite 275
Boca Raton,  FL 33487

Contact Info

P | 561-437-6500
F | 561-287-6571
E | efg@emerald-financialgroup.com

     

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). The Emerald Financial Group and JWC/ JWCA are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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For a copy of JWCF’s Form CRS please click here.
For a copy of JWCA’s Form CRS please click here. 
For a copy of JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically
 

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