Evergreen Wealth Solutions
Financial Services
1000 Commerce Park Drive
13 employees
- Employees
- 13
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Evergreen Wealth Solutions Overview
- Headquarters
- 1000 Commerce Park Drive
- Phone Number
- Available in AeroLeads
- Website
- egwealth.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2015
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Evergreen Wealth Solutions
Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique opportunity and privilege, so we treat them as if they were our own. We're real people serving real people, and we believe that our clients' interests come first. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. This communication strictly intended for individuals residing in the states of CA,CO,DC,FL,GA,IL,IN,KY,MD,MN,MO,NC,NJ,NY,OH,OK,OR,PA,VA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Evergreen Wealth Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Evergreen Wealth Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kate Visco | Business Development Manager | Williamsport, Pennsylvania, United States |
Email
Phone
|
| Lisa Lytle | Client Relationship Manager | Montoursville, Pennsylvania, United States |
Email
Phone
|
| Andrew Harris, Cpwa®, Cepa® | Williamsport, Pennsylvania, United States |
View
|
|
| Julie Bessent, Cpa, Cfp®, Cfa | Atlantic Beach, Florida, United States |
Email
|
Employees by Management Level
Manager
5 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Sales | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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