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EVERGREEN WEALTH SOLUTIONS, LLC

Tel: 570-601-6960
1000 Commerce Park Drive
Suite 416
Williamsport, Pennsylvania  17701

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EVERGREEN WEALTH SOLUTIONS, LLC

EVERGREEN WEALTH SOLUTIONS, LLC is a Williamsport, Pennsylvania based financial advisory firm with nearly $390,570,332 in assets under management and provides investment advisory services for 1274 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

299407

SEC#:

801-114485

No. of Clients:

1274

Assets under Management

$390,570,332

No. of Advisors:

9

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