Evergreen Wealth Management Services - UBS Financial Services Inc. - Everett (WA)

Gayle Livingston Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!

Tim Johnson I have been with Shane for a while now, managing my 401K and my IRA. Shane is very good at explaining things in an understandable manner. He is not pushy - but he allows you to manage your own money. Love Shane and Debra - rock stars!

Tifni Pennecard I cant recommend Chris Nelson highly enough! Working with her both professionally and personally has been an absolute pleasure. Her communication is unparalleled, always staying ahead of our clients questions and needs. She consistently exceeds expectations, making the home buying process seamless and stress-free. If youre looking for an awesome lender who goes above and beyond, look no further than Chris Nelson!

Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!

Sonia Graves So far Im super impressed. We made a huge mess of our own business books/taxes and came to them to help clean up the mess. Theyve been great and super helpful even giving advice for things theyre not getting paid for. Im very appreciative for the help!!

Shira Sophia Katalytis Group is the best bookkeeping form in town! They are so kind, friendly, knowledgeable and professional. They make me feel so comfortable and assured that our books are done well. I will never go anywhere else!

Ben Anderson Tyler is a great person to help you care for your financial future.