Cantella Client Support: 800-652-8358
Emerald Retirement Planning Group, Inc.
18 Liberty Square Mall
Stony Point, NY 10980-2400
Emerald PHONE: 845-942-8578
* Ext 1 – Planning Clients
* Ext 2 – SmartVestor Program
* Ext 3 – Medicare & Insurance
* Ext 4 – Referrals
* Ext 5 – All Other Calls
Emerald Secure FAX: 845-689-2051
Emerald Retirement Planning and its Investment Advisor Representatives are partnered with Cantella & Co., Inc., an independent broker/dealer and RIA firm in Malden, MA, just north of Boston. More information about Cantella may be found HERE.
Who should you call if I have a question?
The advisors and staff at Emerald will work with you to handle all aspects of your account, including depositing or withdrawing money, making trades, discussing investment decisions, and keeping information current about your name, address, and financial situation. However, if at any time you have questions about your account, you may also contact Cantella’s home office at 800-652-8358.