Evergreen Wealth Solutions Information
Contact top employees from
Evergreen Wealth Solutions
Summary
Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique o...Show more
Organization Website | evergreenwealthsolutions.com |
Social Links |   |
Phone Number | (570)601-6960 |
Industries | |
Headquarters Location | 1000 Commerce Park Drive, Williamsport, Pennsylvania, 17701 US |
Employees Size | 1-10 employees |
Specialties | Asset Management, Insurance Solutions, Email Protection, Sustainable and Responsible Investing, Financial Planning, Business Planning, Retirement Plans, Financial Plans, Wealth Solutions, Financial Advisors, Wealth Management Firm |
Founded | 2015 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2002 | Privately Held | 25 - 100 | 7M | $0 | |
| 2015 | Partnership | 1-10 | - | $- | |
| 2018 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Evergreen Wealth Solutions shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years10% for 5–7 years20% for 8–10 years20% have over 11 years of service at Evergreen Wealth SolutionsContact top employees from
Evergreen Wealth Solutions
Andrew Harris
Wealth Manager, President of Evergreen Wealth Solutions
Lisa Lytle
Client Relationship Manager
Georgia Potts
Operations Manager
Kate Visco
Business Development Manager
Michael Kolb
Director of Planning & Investments
Jesse Cornell
Associate Financial Advisor
James Dinsmore CFP®
Wealth Manager and CFP®, CLU®, LUTCF®
Todd Rishel
Wealth Manager
Cody Street
Administrative Assistant
Laura Farnsworth
Senior Compliance Analyst
Similar Companies
FAQ
Evergreen Wealth Solutions operates in the Finance industries. More details can be found on the official website: evergreenwealthsolutions.com.
The headquarters of Evergreen Wealth Solutions are located in Williamsport, United States.
You can contact Evergreen Wealth Solutions by phone at (570)601-6960.
Evergreen Wealth Solutions currently employs 1-10 people.
Well-known competitors of Evergreen Wealth Solutions include Insight Wealth Strategies, LLC, Cora Capital Advisors and Croak Capital.
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