Evolution Financial Advisors
Financial Services
Victor, New York, United States
6 employees
- Employees
- 6
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Evolution Financial Advisors Overview
- Headquarters
- Victor, New York, United States
- Website
- evolutionfa.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Evolution Financial Advisors
Evolution Financial Advisors is an advisor services firm, focused on meeting the needs of today's independent financial professional. We take pride in being the essential resource that you can turn to at any time, helping you realize that while you are in business for yourself, you aren't in business by yourself. Our mission is for you to spend your time focusing on what you do best: helping your clients realize their financial dreams and goals. We provide the personal, tailored service of a boutique firm combined with the powerful backing , product selection, resources, and benefits of one of the nation's most advanced broker/dealers. Our most successful partnerships are with advisors and firms who are interested in addressing business growth, succession planning, and the expanding complexity of compliance management and back office administration. For disclosures, please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Evolution Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Evolution Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| D. Robert Anderson | President at Anderson-vanhorne | New York, United States |
Email
|
| Victoria Bach | President of Evolution Financial | New York, United States |
Email
Phone
|
| Chris Virgil, Bfa™ | Assistant Vice President, Partner | Rochester, New York, United States |
Email
|
| Alissa Lusardi | Supervision Analyst at Evolution | Rochester, New York, United States |
Email
|
Employees by Management Level
Executive
3 profiles
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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