Our Services

Evergreen Financial is located in Morristown, New Jersey and is a full service investment and insurance planning firm. On the investment side, we specialize in mutual funds, UIT's, stocks, bonds, variable and fixed annuity products.

With our advanced database through our broker-dealer Nationwide Planning Associates, Inc. we are able to track investment information. Our system (sponsored by Albridge Solutions) provides customized consolidated investment reports of all investments handled by our firm. The client's portfolio allocations, investment performance and transactions are also easily reviewed through our system on the website.

As well as establishing and monitoring individual investment portfolios, Evergreen Financial also works with individual and corporate clients regarding 401K, life, health, disability and long term care planning.