Emily Halal- Financial Advisor
Emily Halal- Financial Advisor

Emily Halal- Financial Advisor

Offers remote services
Offers remote services
contact for price

Zip code

Responds in about 15 min

Introduction: Hey there! I am a Financial Advisor in the Houston area, but work with clients all across the USA. Building relationships and making an impact is what I love most. I will always bring my competitive, hard working, relentless mentality forward when serving my clients! My team does personal & business financial planning. This includes wealth management, risk planning, retirement planning, life insurance, kids college funding, estate planning etc. I would LOVE to chat with you!
Overview

Serves Houston, TX

Background checked

30 employees

3 years in business

Featured Projects

9 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

5
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Read reviews that mention:


pro avatar
Iye L.
Jan 19, 2022
Emily is professional, quick to respond, and very knowledgeable in the financial industry. Not only did she help fix my financial situation, she helped grow my accounts. 10/10
pro avatar
Jacob B.
Jan 16, 2022
Emily is a great financial advisor, she is great at what she does and extremely knowledgable about Northwestern Mutual. I would trust Emily with my life (i do)!
Emily Halal- Financial Advisor's reply
Thank you for the kind words, Jake! ☺️
pro avatar
Alyssa A.
Jan 11, 2022
I grew up with Ms. Emily Halal, but the trust I had with her then does not compare to the confidence and assurance she has rightfully earned from me since she has been my financial advisor. She is always ready to work and answer my questions at anytime of the day. I was unaware that a 24/7 advising service was available until I began working with Emily. She truly cares about my concerns and, not just that, but my family as well. She does not want to succeed for her own personal gain but rather for the benefits my family & I will have if she is able to produce, and that seems to be enough for her. Having a competitive personality really puts her on top of her game. If you’re looking to multiple your finances, look no further.
Emily Halal- Financial Advisor's reply
Thank you so much my sweet friend!!! So blessed with our friendship ❤️
pro avatar
Afif & Kim H.
Jan 19, 2022
Emily’s energy and enthusiasm were pleasantly contagious She is super knowledgeable and does her work with exceptional quality and professionalism. I really appreciated her keeping our interest at the center of everything she did for us. Thank you Emily!
pro avatar
Kaleigh H.
Jan 19, 2022
Emily was so sweet and helpful. She was able to narrow down exactly what we want and didn’t sugar coat any of the details (which I prefer!!) Would highly recommend her!
Credentials
Background Check

Emily Halal

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I do not charge a fee for consultation or planning. My company compensates me in the event a client moves forward with planning.

  • What is your typical process for working with a new customer?

    Typically, the first call is an introductory meeting. I introduce myself and share some about my team and role as a Financial Planner. Most of this meeting is utilized to get to know my client personally, professionally, and financially so I can learn what’s important to them. Then I take that information and tailor a customized financial plan. In the second meeting, I present the financial plan to the client with some recommendations and action steps. In the event one is wanting to move forward, we get paperwork going and touch base at LEAST once a year from there on out!

  • What education and/or training do you have that relates to your work?

    Insurance License, Series 6 & 63, SIE. Northwestern Mutual is ranked amongst the top in the nation when it comes to training their employees.

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