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Business Profile

Wealth Management

Ever Green Wealth Management LLC
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BBB Accredited BusinessA+Rated by BBB
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About

Overview

Ever Green Wealth Management LLC

6534 Anthony Dr Ste D

Victor, NY 14564-1421

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BBB Accreditation & Rating

Ever Green Wealth Management LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Consulting for the following:

Investments 

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

BBB Accredited Since: 5/19/2021

Years in Business: 8

Business Details

Local BBB:
BBB of Upstate New York
BBB File Opened:
5/12/2021
Business Started:
5/1/2018
Business Incorporated:
5/9/2019
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. David Green, Principal Owner

Additional Contact Information

Principal Contacts
Mr. David Green, Principal Owner
Customer Contacts
Mr. David Green, Principal Owner
Additional Email Addresses
Primary: Email this Business
Social Media

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.

Additional Information

Other Resources
NYS Banking Department
Licensed Financial Services Division
New York NY 10004-1417
Phone Number: (877) 226-5697
http://www.banking.state.ny.us/supinst.htm
Business Categories
Wealth Management, Financial Services, Financial Planning Consultants, Investment Advisory Services, Estate Planning and Management

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