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   Evergreen AdvisorsFinancial Consulting

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   Whether it's planning for retirement or saving for a child's college education, everyone has investment goals that...

   MoreWhether 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... Less

   Website: myproplanner.com

   Phone: (513) 784-9150

   Cross Streets: Near the intersection of W 5th St and Montgomery St

   Closed Now

   • Wed

     8:30 AM

     5:00 PM

   • Thu

     8:30 AM

     5:00 PM

   • Fri

     8:30 AM

     5:00 PM

   • Sat

     Closed

   • Sun

     Closed

   • Mon

     8:30 AM

     5:00 PM

   • Tue

     8:30 AM

     5:00 PM

   • Wed

     8:30 AM

     5:00 PM

   40 W 5th St Covington, KY 41011 102.66 mi

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