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Evergreen Financial Associates, LLC

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website efallc.com
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Overview

Evergreen Financial Associates is an independent financial advisory firm, founded by Mitch Glicksman, that serves high-net-worth individuals and closely held businesses across the New York Tri-State and Phoenix metro areas. The firm provides sophisticated, custom-tailored solutions focusing on wealth management, estate planning, investment management, and business succession planning, guided by a three-step process: Setup, Strategize, and Execute.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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