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Business Profile

Financial Planning Consultants

Evergreen Consulting, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(423) 756-3828Write a Review

About

Overview

Evergreen Consulting, Inc.

6756 Executive Oak Ln

Chattanooga, TN 37421-1970

Get DirectionsView Service Area

BBB Accreditation & Rating

Evergreen Consulting, Inc. is NOT a BBB Accredited Business.

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About This Business

This firm specializes in consulting services for public and privately held companies, financial institutions, law firms and individuals. 

Years in Business: 36

Products and Services

Compliance Benchmarking, Disability and Long Term Care, Education Executive Compensation, Employee Communication, Estate Planning, Executive Benefits, Fiduciary Audit, Financial Planning, Investment Due Diligence, Investment Management, Life Insurance, Plan Design, Retirement Plan Services, Retirement Planning, Wealth Management, Wealth Transfer

Business Details

Local BBB:
BBB of Southeast Tennessee & Northwest Georgia
BBB File Opened:
1/10/1990
Business Started:
1/1/1990
Business Started Locally:
1/1/1990
Business Incorporated:
6/3/2005
Type of Entity:
Corporation
Business Management:
Ms. Traci Kozloski, CEO

Additional Contact Information

Principal Contacts
Ms. Traci Kozloski, CEO
Customer Contacts
Mr. James Cheney, Chairman
Ms. Traci Kozloski, CEO
Fax numbers
Primary Fax: (423) 265-0735
Additional Phone Numbers
Other Phone: (513) 784-9150

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 2897 for this business, issued by Department of Commerce & Insurance/TN. The expiration date of this license is 3/1/2027.

Department of Commerce & Insurance/TN

500 James Robertson Parkway, Davy Crockett Parkway

Nashville TN 37243

615-7412241Website

BBB records show a license number of 0016468 for this business, issued by Department of Commerce & Insurance/TN. The expiration date of this license is 3/31/2027.

Department of Commerce & Insurance/TN

500 James Robertson Parkway, Davy Crockett Parkway

Nashville TN 37243

615-7412241Website

BBB records show a license number of 2897 for this business, issued by Department of Health/Tennessee. The expiration date of this license is 3/1/2027.

Department of Health/Tennessee

220 Athens Way, Plaza 1 Metrocenter

Nashville TN 37243

615-7413111

Additional Information

Business Categories
Financial Planning Consultants

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