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Emerald Retirement Planning Group, Inc.

Financial Planning and Investment Advisors

Disclosures:

  • Matthew Clement is securities licensed in the following 15 states: AZ, CA, CT, DE, FL, MA, MD, MO, NC, NJ, NY, PA, RI, VA, WI.
  • Securities and Advisory Services offered through Cantella & Co., Inc., Member FINRA & SIPC.
  • Investing involves risk and you may incur a profit or loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
  • Check the background of any financial professional on FINRA’s BrokerCheck:

Cantella Client Support: 800-652-8358

Branch Office:

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

PERSHING ACCOUNT ACCESS:

Clients may click the above link for online access to Pershing accounts.

CANTELLA & CO., INC.

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.