financial counseling

Asesoramiento Financiero

Banking boldly in the right direction.

Haga una cita

At Embold, we’re dedicated to your financial success and well-being. We understand that navigating the complexities of personal finance can be challenging, but you don’t have to do it alone. We’re excited to offer you an exclusive opportunity to take control of your financial future with our expert financial counselors.

Locations clase="envoltorio">

We Come to You—Workplace Financial Wellness Sessions

We recognize the importance of convenience and accessibility in financial planning. That’s why we’re thrilled to offer a unique service: our financial counselors can come directly to your workplace. Gather your colleagues and schedule a group session to learn valuable financial strategies, ask questions, and start on the path to financial wellness together.

Appointment clase="envoltorio">

Schedule Your Personal Financial Counseling Session Today

Whether you’re planning for retirement, looking to manage debt, or simply aiming to enhance your financial literacy, our financial counselors are here to guide you every step of the way. By scheduling an appointment, you will receive personalized advice tailored to your unique financial situation and goals.

Alerts clase="envoltorio">

Don’t Miss This Opportunity

Take advantage of this exclusive member benefit and embark on your journey to financial empowerment. Our team is committed to providing you with the tools, knowledge, and support you need to achieve your financial dreams.

Note: Services are subject to availability and scheduling. Please contact us for more details and to confirm your appointment or workplace session.

Financial Counseling for Every Body

If you’re interested in meeting with one of our financial counselors at Embold, click the button below get started!

Haga una cita

Workplace Financial Counseling Request Form

If you’re interested in arranging a workplace session for your team, let us know below, and we’ll coordinate with you to make it happen!

What is the address of where you work?(Requerido)