Emily Farrell

Financial Advisor

Educating and empowering clients toward financial wellness by addressing their goals and needs with comprehensive financial strategies.

State(s) Licensed:   MI, NC, PA, VA

Phone 336-690-3036
Address

112 Davis Meadows Road
Kernersville, NC 27284

Emily Farrell

Educating and empowering clients toward financial wellness by addressing their goals and needs with comprehensive financial strategies.

State(s) Licensed:   MI, NC, PA, VA

Building Your Financial Roadmap

I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for the future.


I specialize in helping people be more secure in areas of:

  • Holistic financial planning
  • Wealth accumulation and risk management strategies
  • Tax strategies
  • Retirement income planning
  • Executive benefits and key person retention strategies
  • Business protection and employee benefits
  • Wealth and tax efficient estate transfer
  • Advanced charitable and legacy strategies


Ready to take the next steps?

Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future. Let’s begin with a meaningful conversation about what matters most to you. It’s easy to connect:


To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Kernersville Office

Phone:
336-690-3036

Hours

M – F: 8 a.m. – 7 p.m., weekends by appointment