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Evergreen Advisors Inc.

(on west 5th street)
Financial and Investment Services in Covington, KY
Financial and Investment Services

Location

40 West 5th Street
Covington, KY
41011

About

Whether it’s planning for retirement or saving for a child’s college education, everyone has investment goals that matter. The necessity of having ready access to professional financial advice at affordable rates is why Evergreen Advisors, Inc., in Covington, Kentucky launched. The team of wealth advisors are dedicated to looking out for the best interests of their investors. Evergreen Advisors, Inc. offers several services that appeal to every aspect of your life, including: * Retirement Planning: There are many aspects to creating a plan to save for your golden years. Many people may believe that as long as they are contributing to their retirement plans, their financial planning is complete. Let the financial consultants at Evergreen Advisors help you see if you are really contributing enough to retire comfortably and to come up with a retirement plan that will fit your lifestyle. * Investment Planning And Risk Management: Need assistance moving some of your savings to a more diversified portfolio, or do you want to review your current portfolio to see if you're getting the maximum amount of return for your investments? The team of financial planners at Evergreen Advisors will go over your goals to make it happen, including making strategic moves for education planning and stock option management. * Cash Management And Budgeting: Having a realistic plan to pay down debt is an essential component of financial planning. Evergreen Advisors, Inc. specializes in creating custom debt management plans to manage credit card debt, car payments, mortgages and school loan debt. * Estate Planning: Many people don't have an estate plan or will. The danger here is the state may have the authority to name guardians for your children in the event that something happens to you. Evergreen Advisors, Inc. will record your wishes in a living will, which is a legally-binding document, so you can feel at ease about your family's security. Evergree...

Information

Company name
Evergreen Advisors Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for Evergreen Advisors Inc. in Covington KY?
    You can reach them at: 513-784-9150. It’s best to call Evergreen Advisors Inc. during business hours.
  • What is the address for Evergreen Advisors Inc. on west 5th street in Covington?
    Evergreen Advisors Inc. is located at this address: 40 West 5th Street Covington, KY 41011.