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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.

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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.

Here are some ideas to help pursue a life of financial freedom.

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Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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How much can you afford to pay for a car?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Determine whether you should consider refinancing your mortgage.

How Long Will Your Funds Last?

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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