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Welcome to Evergreen Financial Associates, LLC, online!

We are an independent financial firm that is truly dedicated to putting people's minds at ease when it comes to their money. We do this by helping our clients establish and then pursue their long-term financial goals. Our clients live and work all over the New York metropolitan/Tri-State area, the Phoenix/Scottsdale metro area, and in many other areas of the country.

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... no copy here ...

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... no copy here ...

Who We Are

At Evergreen Financial Associates, LLC, we never lose sight of one essential element—personal service. We appreciate your interest in our company and sincerely look forward to serving you.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.


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Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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