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225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 

Team

We’re ready to help you step forward with confidence.

At Evergreen Planning we are dedicated to help our clients feel 100% confident about their financial future. To achieve it, we apply the full extent of our knowledge, experience and listening skills. We look forward to putting it to work for you.

 

My objective is to help provide customized strategies to my clients that are designed based on their unique financial needs. These strategies can include a wide variety of specific products and services to help ensure that all the...

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Kamerick (Kim) Rampersad came to the United States from Trinidad and Tobago, from the Caribbean. She graduated from the College of Health Sciences in Trinidad and Tobago with a 6, O Levels in Counseling. After which, Kim attended...

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My desire is to serve my clients' planning needs with honesty and integrity. I will offer solutions to the financial problems that can result from living a long life, dying too soon or becoming disabled. In all situations I will make...

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