Evergreen Advisors

Evergreen Advisors is a Financial Planner in East Ridge, TN, located at 1206 Pointe Centre Drive, Suite 160. The firm provides wealth management and financial planning services, specializing in investing, retirement planning, tax planning, Social Security, and estate planning. It serves clients in the Chattanooga area, helping individuals prepare for life transitions such as retirement, growing a family, or managing complex financial directions. The business holds a perfect 5.00 rating based on customer reviews.

The advisors at Evergreen Advisors focus on developing long-term financial plans tailored to individual needs rather than generic spreadsheets. Their approach emphasizes that a strong financial future requires vision, careful planning, and a trusted team. They aim to help clients feel prepared and supported by creating roadmaps that fit their specific lives. The firm acknowledges that while the future cannot be predicted, proper preparation can help clients enjoy good times and handle challenges. They invite prospective clients to review their planning process and investment philosophy to ensure comfort with their methods.

The team includes Jim Place, Kyle Bryant, Jayme O'Donnell, Barbara Harris, and Maria Cummings. Contact is available via phone at 423.933.1814 or by email, with specific advisors reachable at dedicated numbers and addresses. Jim Place can be reached at 423.933.1818 or [email protected]. Kyle Bryant is available at 423-933-1828 or [email protected]. Jayme O'Donnell can be contacted at 423.933.1824 or [email protected]. Barbara Harris and Maria Cummings share the main line 423.933.1814 and can be reached at [email protected] and [email protected] respectively. The firm also lists a fax number at 423.208.9024.

Customers who have reviewed Evergreen Advisors highlight the firm's ability to make them feel confident and secure about their financial future. This positive reputation reflects the confidence and support it provides to those it serves.

Evergreen Advisors brings a personalized, team-based approach to financial planning in East Ridge, helping Chattanooga-area residents build confidence in their long-term financial security.

BizScoreAI gives Evergreen Advisors a Technical score of 88 out of 100, meaning the website is technically sound, secure, and indexable so search engines can read it without errors. The business also holds a Discoverability score of 75 out of 100, which shows AI crawlers are allowed in and can find every page of the website as the first step before any AI assistant can recommend the business.