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Evergreen Financial Group

Evergreen Financial Group Email Formats

Financial ServicesFlag of USBillings, Montana, United States1-10 Employees

Key Contacts at Evergreen Financial Group

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Tim Bauer

Founder & President

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Joanna Huang

Director

Company overview

HeadquartersBillings, Montana, United States
Phone number+14062722828
Websites
NAICS52
Keywords
Education Planning, Retirement Planning, Financial Planning, Investment Management, Young Professionals, Fee-Only, Charitable Giving, Retirees, Tax Strategies, Faith-Based Investing, Biblical Focus
Founded2021
Employees1-10
Socials

About Evergreen Financial Group

Evergreen Financial Group is a fee-only Financial Planning and Investment Management fiduciary, specializing in Christian families including young professionals, and current and future retirees. Similar to an Evergreen tree, we believe our financial relationships should be steady and unwavering in all seasons.[1] As a fee-only financial planner/investment manager, we have a fiduciary responsibility to put our clients’ best interests first. During every step of their financial careers we guide our clients along the path to financial success and freedom. Unlike your traditional financial services firm, we redefine the typical client advisor relationship. We seek to partner with clients in ways that are modern, meaningful and long lasting. Together, we build long-lasting financial relationships that flourish and grow. [1] ] Psalm 1:3 - That person is like a tree planted by streams of water, which yields its fruit in season, and whose leaf does not wither—whatever they do prospers.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Director

Employees by Department

Evergreen Financial Group has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Evergreen Financial Group has never raised funding before.

Evergreen Financial Group Tech Stack

Discover the technologies and tools that power Evergreen Financial Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Evergreen Financial Group is located in Billings, Montana, US.
You can reach Evergreen Financial Group at +14062722828.
Evergreen Financial Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Evergreen Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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