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Evergreen logo: planning the path to your future.
Midtown Manhattan skyline and Empire State Building

466 Southern Blvd, 2nd Floor
Chatham, NJ 07928

Phone:

973.635.7700

Fax:

973.635.7701

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Independent Financial Planning

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For almost two decades, our clients have trusted us to provide comprehensive financial planning services with only their best interests in mind.

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When you team with Evergreen, you will get the same highly personalized service combined with expert, unbiased financial direction from advisors who understand your goals. Give us a call today, and let’s begin developing a sound and successful strategy for your total financial independence.

Employee Benefit Solutions

Evergreen Financial Services is a financial planning firm helping our clients design employee benefits that meet their specific needs. We have been guiding our clients through the complex benefits maze utilizing our experience to create cost effective benefit solutions.

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Open enrollment is your chance to make every benefit count.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck