Evergreen Wealth Services
Why pick this one
Evergreen Wealth Services focuses on financial planning for challenging life transitions and is an independent, fee-only firm.
Best for
- individuals going through significant life changes
- families managing finances for elderly parents
- people preparing for retirement
Look elsewhere if
- looking for low-cost budget financial advice
- requiring immediate financial services without prior consultation
Specialties
- financial planning for challenging life transitions
- financial guidance for dementia caregivers
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- independent, fee-only firm
- focus on clients experiencing life transitions
- experienced guidance from a CERTIFIED FINANCIAL PLANNER™
- services tailored to individual client needs
- virtual service available across the country
- Serves
- Mooresville, Charlotte, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 5746 Union Mill Rd # 510, Clifton, NC 20124
- Phone
- 7047995435
- Website
- https://evergreenwealthservices.com/
- info@EvergreenWealthServices.com
Services
- retirement planning
- estate & legacy planning
- education planning
- investment management
- charitable giving
- employee benefits
- tax strategies
- insurance review
- real estate