EMERYFINANCIALGROUP.COM

EMERY FINANCIAL GROUP

Let us help plan what your future will bring. Meet with an Advisor! We can help you navigate the Affordable Care Act. Check the background of this investment professional on FINRA BrokerCheck. WE’VE GOT YOU COVERED. EDUCATION IS THE KEY! Free Portfolio Risk Analysis. What’s Your Risk Number? We will commit to “telling it like it is”. Even when it doesn’t paint a rosy picture, we will make our observations as we see them and base them on what is suitable for you. We recognize the importance of maintaining...

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Emery Financial Group

Barclay Emery

656 W 9●●●●●●●d Floor

Sa●●dy , Utah, 84070

United States

801●●●010

801●●●020

ba●●●●●●●●●●@gmail.com

View this contact

Emery Financial Group

Barclay Emery

656 W 9●●●●●●●d Floor

Sa●●dy , Utah, 84070

United States

801●●●010

801●●●020

ba●●●●●●●●●●@gmail.com

View this contact

Emery Financial Group

Barclay Emery

656 W 9●●●●●●●d Floor

Sa●●dy , Utah, 84070

United States

801●●●010

801●●●020

ba●●●●●●●●●●@gmail.com

View this contact

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EMERY FINANCIAL GROUP | emeryfinancialgroup.com Reviews

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Let us help plan what your future will bring. Meet with an Advisor! We can help you navigate the Affordable Care Act. Check the background of this investment professional on FINRA BrokerCheck. WE’VE GOT YOU COVERED. EDUCATION IS THE KEY! Free Portfolio Risk Analysis. What’s Your Risk Number? We will commit to “telling it like it is”. Even when it doesn’t paint a rosy picture, we will make our observations as we see them and base them on what is suitable for you. We recognize the importance of maintaining...

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EMERY FINANCIAL GROUP | emeryfinancialgroup.com Reviews

https://emeryfinancialgroup.com

Let us help plan what your future will bring. Meet with an Advisor! We can help you navigate the Affordable Care Act. Check the background of this investment professional on FINRA BrokerCheck. WE’VE GOT YOU COVERED. EDUCATION IS THE KEY! Free Portfolio Risk Analysis. What’s Your Risk Number? We will commit to “telling it like it is”. Even when it doesn’t paint a rosy picture, we will make our observations as we see them and base them on what is suitable for you. We recognize the importance of maintaining...

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emeryfinancialgroup.com

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Services – EMERY FINANCIAL GROUP

http://emeryfinancialgroup.com/services

Investment and Retirement Plans. 401(k), 403(b), IRA and other Qualified Accounts. Mutual Funds and Exchange Traded Funds. Irrevocable Life Insurance Trusts. Investment and Retirement Plans. 401(k), 403(b), IRA and other Qualified Accounts. Employee Annuities and Portfolio Management. Employee Education (Lunch and Learn). Budgeting and Debt Elimination. 646 W 9400 S. SANDY, UTAH 84070. Fax : (801) 704-5020. Barclay Emery offers securities though Parkland Securities, LLC. Member FINRA/SIPC.

2

Resources – EMERY FINANCIAL GROUP

http://emeryfinancialgroup.com/resources

Below are some resources and documents for you to help with your financial plans. Easy To Use Financial Calculators. 8220;Then, too, we human beings only say we like to buy and sell high. Our every instinct is to do the opposite. Rock-bottom prices only seem low in retrospect. At the time, they seem frightening because of the very reasons they are cheap.”. 8211; James Grant, Grants Interest Rate Observer. October 17, 2008. Peter Lynch, Beating the Street. Dean Witter, May 6,1932. 646 W 9400 S.

3

Advisors – EMERY FINANCIAL GROUP

http://emeryfinancialgroup.com/your-team

Barclay Emery, AIF. Check the background of this investment professional on FINRA BrokerCheck. University of Utah,. Series 6, 63, 22, and 65. Life, Accident, Health, and Variable Contracts. Obtained AIF Designation in 2015. Enjoys golfing, traveling, and spending time with his wife Lindsay and their daughters Katelyn, Abigail, and Charlotte. Accident, and Health. Medicare and Affordable Care Act. Enjoys traveling, classic car shows, and spending time with his wife Lana, his 4 boys and their families.

4

Riskalyze – EMERY FINANCIAL GROUP

http://emeryfinancialgroup.com/our-process

About the Riskalyze Risk Tolerance Questionnaire. Humans look at risk and reward in the context of their own personal financial position. We all look at risk differently, based on our varying life experiences and financial position. Riskalyze is the first-ever way to objectively pinpoint individual investor risk tolerance. Furthermore, Riskalyze portfolio and retirement map functionality provide a quantifiable way tomatch investor risk preference with a corresponding portfolio and retirement plan. Both t...

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Let us help plan what your future will bring. Meet with an Advisor! We can help you navigate the Affordable Care Act. Check the background of this investment professional on FINRA BrokerCheck. WE’VE GOT YOU COVERED. EDUCATION IS THE KEY! Free Portfolio Risk Analysis. What’s Your Risk Number? We will commit to “telling it like it is”. Even when it doesn’t paint a rosy picture, we will make our observations as we see them and base them on what is suitable for you. We recognize the importance of maintaining...

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