Winona's Locally Trusted Financial Planning Company

For Winona locals in search of financial security, Emerj360 is your go-to solution. Our team of experienced financial planners has been providing tailored solutions to hundreds of local couples, families, and individuals looking to optimize their retirement plans, investments, and other long-term goals. Not only will you benefit from our comprehensive approach but we’ll also make sure that you understand each step as part of the process; giving you peace of mind for all future finances.

Certified financial planners

Custom plans that suit your needs

Clear, concise communication

Knowledge Is Power

Looking to plan and invest for your future? We’re glad you found us – that’s exactly what we do!

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Who We Help

Emerj360 helps investors who have greater than $50,000 in investable assets in a wide range of scenarios, from retirees with questions about making their money last to people nearing retirement or those who need help setting the course for retirement saving. Emerj360 can also help you manage rollover options, save for something special, or just help prepare for the unexpected.

Retired -
now what?

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Retirement is in sight!

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How We Help

Our goal is not just to get you to retirement, but to get you through retirement comfortably and enjoyably!

Digital Investing

Modern online portal with easy access to your investments

Financial Planning

Empowering you to create, plan and achieve your goals

Real People

Access to a team of professionals with financial know-how

Emerj360 Learning Lab

Visit our resource library for tools to help you make informed financial decisions.

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
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