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225 Broadhollow Road
Suite 105
Melville, NY 11747


Evergreen Planning



Our Mission

Our Mission at Evergreen is to hold true to our name - to always be there for our clients. Our focus is to put clients first and to enrich their lives with clear, honest advice in planning our most important journey of Life. 

This is done with patience and understanding and a true collective partnership. Our goal is not to be big, but to have a big impact on the few.