Evergreen Wealth Managers
Investment Management - Bothell, Washington, United States
Evergreen Wealth Managers Employees
Evergreen Wealth Managers Details
Evergreen Wealth Managers is an independent financial services firm specializing in helping individual investors and business owners reach their financial goals. We pride ourselves on personal service, flexibility and close attention to detail. We partner with you to develop and implement a financial plan that reflects your personal and professional goals.Services Include:Financial & Retirement Planning: Comprehensive planning of the appropriate financial strategies required to accumulate & manage assets to put the right plan into action.Estate Planning: A specialization of financial planning that coordinates the financial, tax and legal elements of your overall plan for the benefit of your heirs.Financial Planning for Employees in Transition: In today's rapidly changing job market, people in job transition will have special considerations in managing gaps in benefits, consolidating of retirement accounts and short-term cash flow needs.Life Insurance, Disability and Long-Term Care Planning: Recommendation of appropriate tools that address your specific needs.College Planning: Creating the right combination of tax favored financial tools for parents and grandparents to successfully fund future college needs in a rapidly changing environment.Branch Office: 19125 Northcreek Pkwy #120, Bothell, WA 98011 Mike Rue Registered Representative, Securities offered through Cambridge Research Inc., A Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor. Cambridge and Evergreen Wealth Managers are not affiliated.
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