Emerson Investments
Jesup, GA
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| Business Hours
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| Week Day |
Time Open |
Time Close |
Status |
| Sunday |
9:00 AM |
5:00 PM
| Closed |
| Monday |
9:00 AM |
5:00 PM
| Open |
| Tuesday |
9:00 AM |
5:00 PM
| Open |
| Wednesday |
9:00 AM |
5:00 PM
| Open |
| Thursday |
9:00 AM |
5:00 PM
| Open |
| Friday |
9:00 AM |
5:00 PM
| Open |
| Saturday |
9:00 AM |
5:00 PM
| Closed |
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Services offered: Click "Schedule >>" to make an appointment.
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Professional Certification:
Series 7, 65, 63, 6, Georgia State Life/Accident/Health Insurance License, Georgia Variable Products License, Florida Non-Resident Variable License and Securities Licensed in Georgia and Florida
Professional Resume:
Carroll R. Emerson
Carroll Emerson has been in the Financial Services industry since 2000 and has worked for several companies throughout his career including AIG American General, New England Financial and Edward Jones Investments. Serving in various capacities from agent, sales manager & investment advisor has equipped him with the knowledge and experience needed to advise clients about various aspects of their financial circumstances. Carroll specializes in identifying strengths and weaknesses in financial portfolios and in creating personalized strategies to accomplish his client's goals.
Carroll is a graduate of Richmond Hill High School in Richmond Hill, GA and has completed several facets of education within the financial services industry. He currently carries a Life-Accident-Sickness Insurance license for the State of Georgia, a Variable Product license for the State of Georgia, and is Securities licensed with a Series 7, 6, 65, & 63.
Julia D. Emerson
Julia Emerson has 20 years of experience in the Tax & Accounting field having worked with Bargeron Accounting (now Hansford Accounting) in Lakeland, GA, and a CPA firm in Valdosta, GA. For the past 10 years she has operated her own tax business and spent 6 years with Suntrust Bank. Julia's experience enables her to guide clients effectively with their taxes and allows her to give practical guidance that clients truly value. She specializes in identifying ways to improve tax liability and in implementing effective monetary accounting methods for businesses.
Julia is a graduate of Tift County High School in Tifton, GA as well as a graduate with honors from Coastal Georgia Community College earning an Associates Degree of Art. Currently she is completing her Bachelor's Degree in Accounting from Kaplan University and afterwards has plans to obtain her Georgia certification as a Certified Public Accountant. As an intricate part of Emerson Investments she currently provides tax and accounting services to individuals and corporations.
Carroll and Julia are active members of the Walthourville, Georgia Spanish Congregation of Jehovah's Witnesses. They voluntarily work with Spanish speaking individuals in their area providing free Bible Study courses as is the custom of Jehovah's Witnesses around the world. They also volunteer their time and efforts in other aspects of their religious activites such as the construction of Kingdom Halls, their centers of worship. Emerson Investments has given support for Relay for Life as well as many of the programs and functions of the area schools. Carroll also currently volunteers as a financial instructor at the Free-Hart Center, a local drug and alcohol rehabilitation center in Jesup, GA. Both are always available to provide financial eduction to both individuals and groups. Emerson Investments is a member of the Wayne County Chamber of Commerce.
Company Description:
My grandfather once told me that the best thing you could offer anyone is to be available and to listen. Emerson Investments was created with that purpose in mind. We see things from your perspective, communicate in ways you can understand and most of all...we listen.
The reputation of any company depends solely on the opinions of those with which it conducts business. It is our mission to achieve the most favorable reputation possible by treating our client's assets as though they were our own.
Products
In order to initiate the strategies and plans we design for our clients, various types of products are needed. It is our belief that every client deserves the very best products in funding their goals. Therefore, we make an effort to not limit ourselves to only a few companies and their products. Our company selection is quite plentiful. At the same time, however, we are selective in the companies whose products we offer and represent. In this manner we can offer the assurance to our clients that they have no need to worry about quality. The products we incorporate include...
- Stocks
- Bonds
- Corporate
- Government
- Municipal
- Mutual Funds
- REIT - Real Estate Investment Trust
- UIT - Unit Investment Trust
- Retirement Plans
- 401k
- Traditional, Safe Harbor, Owner K & ROTH 401k
- 403b
- 457
- SIMPLE IRA
- SEP (Self Employed Pension)
- Traditional IRA
- ROTH IRA
- 1031 Real Estate Exchange
- Life Insurance
- Whole Life
- Variable Whole Life
- Universal Life
- Variable Universal Life
- Indexed Universal Life
- Term Life
- Annuities
- Variable
- Fixed Indexed
- Fixed
- Immediate
- Long Term Care Insurance
- Disability Income Insurance
- Health Insurance
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Services
With our expert advise and knowledge we aim to provide a variety of services to meet our client's financial needs and goals. More than that, we strive to create a bond so that each client believes that, not only do we have their best interests in the forefront, but that the confidence with which we have been entrusted is secure. Our services include but are not limited to...
- Financial Estate Planning
- Wealth Transfer Strategies
- Retirement Planning, Transfer & Rollovers
- College Planning
- Systematic Investing
- Dollar Cost Averaging
- Dividend Reinvestment
- Income Reinvestment
- Business Succession Planning
- Defined Benefit & Contribution Strategies
- Accounting Services
- Tax Preparation & Advisement
- Investment Education
- Life Insurance and Portfolio Analysis
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