Evergreen Capital Management
Portland, OR 97201  (503) 223-8886 evergreencap.com Our products and services include alternative investments, portfolio construction, 401k consulting, 401k education, annuities, asset allocation, asset management, bonds, brokerage services, cash management services, certificates of deposit, charitable trusts, consultations, discount brokerage, diversification, equity investments, estate planning, family financial planning, fee- only planning, alternative investments, no commissions, financial education workshops, fixed annuities, foreign bonds, government bonds, government securities, index funds, individual retirement accounts, inheritance planning, insurance planning, international securities, investment management, investment planning, investment research, investment services, keogh plans, market analysis, money market accounts, money market funds, municipal securities, mutual funds, no load funds, options, real estate investments, retirement planning, roth individual retirement accounts, sep individual retirement accounts, stock investments, stocks, tax planning, tax-exempt securities and wealth management.Specializing in fee- only financial advice and registered investment advisor.Certifications/affiliations: certified financial planner, chartered financial consultant, certified retirement counselor, certified trust & financial advisor, registered advisor, financial planning association and securities investor protection corporation.Serving commercial, industrial and residential customers.We are open Mon-Fri: 08:00am-05:00pm.Brands: columbia, evergreen, fidelity, russell, schwab, t rowe price and vanguard.Areas served: nationwide. Share Your Review Please note: all reviews are screened for spam and take 24-48 hours to be approved.
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