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May 2022 by Dave Peterson
Extremely insightful and helpful. Walked a family member through a need and helped set them on the right course.
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January 2021 by Christine Petersen
I received great advice. Sent an email posted on their website with my question and received a reply within 24 hours. Thanks Michael O'Donnell.
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November 2020 by Edward O'Donnell
This group is very professional and steady. The economy is a mess but these investors study and make educated decisions on my investments.Their suggestions....keep calm and carry on.
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October 2020 by B Man
Very friendly and helpful
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September 2019 by Joshua Yebba
I met with a lot of financial advisors recently, but Jayme and Michael were in a class of their own. Between the two of them they had more degrees and certifications than anyone else in town. Add on top of that the fact that they aren't working for those sketchy broker-dealer firms, so you know their advice comes untainted by commissions. The help and advice I received was super useful. If you're on the fence about checking them out, just get in there for that first consultation at least. You'll be glad you did.
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September 2018 by Michael B
Best show on the radio. If you have money questions or need financial advice don’t hesitate to talk to Jayme. She is a genius!
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September 2016 by Seth Reagan
I have had a great experience working with Evergreen Advisors. I do not think I've ever met a finer group of people and I am glad that they are my trusted advisors.
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September 2016 by Catherine ODonnell
Evergreen has managed our money for many years. They have always kept us informed about our investments and are more than happy to respond to emails or phone calls in a timely manner. With the world economy being as unsettled as it is, I am thankful to have a company that I can trust.
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September 2016 by Frank Ruth
Have been with Evergreen since 2004. Extremely happy will not change. Have referred other clients, who also happy. Knowledgable, helpful, and friendly. Thanks Jim.
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September 2016 by rivage7
Evergreen Advisors is all about their clients. They maintain a professional, as well as a personal relationship to be sure the clients' needs are being met.
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September 2016 by Sean Stone
My experience with Evergreen Advisors has been incredible. Everyone at the firm is extremely knowledgeable, and genuinely care about helping you accomplish your goals. They won't overwhelm you with financial jargon, but instead make sure you fully understand how they are investing your money. Highly recommended!
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September 2016 by Robyn Wolfe Fogle
Being small business owners ourselves we feel more confident trusting our assets to this small, local company. We have always felt that they have our personal best interests in mind without having to adhere to a corporate agenda. Personal service, asset management we trust, and a pretty bad ass radio show to boot!
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September 2016 by Katie O'Donnell
This firm is wonderful. I have worked with Jim, Jayme and Michael personally and they were more knowledgeable than I could ever imagine. Not only are they honest but they are so personable. I would recommend them to anyone who wants to trust that they are receiving good advice about their money and assets. Highly recommend!
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September 2016 by Marty Mason
Honest, Direct, Knowledgeable, and Understandable.
