Evergreen Wealth Solutions - Williamsport (PA)

5 /5 Kathy Higham: We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

5 /5 Leslie Daley: We have been extremely pleased with our experience with the team at Evergreen Wealth Solutions. From the first conversation, we have felt like our financial security actually matters to them and we aren’t just an income stream. Every interaction has been very professional and prompt. I especially love the effort that went into understanding our financial situation, goals and future changes to our life that resulted in a comprehensive plan that I consult frequently. I feel more secure knowing that we have this fantastic team looking out for our investments. I highly recommend Evergreen Wealth Solutions.

5 /5 Michele Willoughby: I highly recommend Evergreen Wealth Solutions. Im happy to say that over the past 5 years, this team has consistently included me in discussions and decisions about my investments, theyve explained things in a manner that I can understand, and I feel comfortable with how they are managing my money. I feel welcomed every time I walk into the office (or have a Zoom meeting), and everyone that I have worked with there has been incredibly personable, friendly, knowledgeable and professional. The Evergreen team knows me as a person, not a number. They customize financial plans and investments for my individual situation. They dont use a "1 size fits all" business plan like some other financial advisors do (Ive worked with some of them in the past, and thats one reason why I am no longer with them). Whenever I reach out to anyone on the team, they get back to me right away, and they schedule a meeting or a phone call to discuss my questions and concerns. I look forward to many more years of working with Evergreen Wealth Solutions.

5 /5 Dana Silkiss: Ive been investing with Evergreen Wealth Solutions for well over 10 years, specifically with Andrew Harris. He has not only grown my portfolio (immensely), but his advice, knowledge, and professionalism are rare in these times. This is an honest company that only strives to better its clients. I recommend Evergreen to anyone who is looking for a rewarding experience with their investment strategies.

5 /5 Deb Simons: Andy and his team have taken very good care of my financial portfolio for many’s years. Now that I am ready to start planning to retire and move close to the ocean. Andy is helping me plan to get there and be financially comfortable so I can enjoy this next chapter in my life. The Evergreen team makes things easy and they make you feel very comfortable.