Success isnít solely up to the markets. We believe investors need well-defined objectives, a sound investment strategy and a strong advisor relationship to navigate varying market conditions.
At Embree Financial Group, there are no products pushed or pre-determined plans assigned. We ask questions, listen and analyze each clientís situation. We continually dedicate time researching investments and platforms available in the marketplace. Our recommendations are specifically tailored to each and every client. As such, we deliver far more than the off-the-shelf solution. We build relationships for the long term, based upon communication, transparency and a foundation of trust.