Evergreen Wealth, formerly Troxell Financial Email Formats
Financial Services • 
Springfield, Illinois, United States • 1-10 Employees
Evergreen Wealth, formerly Troxell Financial Email Formats
Evergreen Wealth, formerly Troxell Financial uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@troxellfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@troxellfinancial.com | 66.7% |
{first name}.{last name} | john.doe@troxellfinancial.com | 33.3% |
Key Contact at Evergreen Wealth, formerly Troxell Financial
Cassandra Pence Ostermeier
Marketing Director
Company overview
| Headquarters | 214 S Grand Ave W, Springfield, Illinois 62704, US |
| Phone number | +12173213210 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Financial Advice, Education Planning, Retirement Planning, Estate Planning, Comprehensive Wealth Planning, Family Wealth Planning, Risk Management Planning, Company Retirement Plans, Personal Wealth Strategies |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
About Evergreen Wealth, formerly Troxell Financial
With both the professional experience to guide your financial decision and the personal attention to understand your goals, our team of CERTIFIED FINANCIAL PLANNER™ professionals strive to help you make the best decisions as you accumulate, preserve, and transfer your wealth. We specialize in advising successful executives, professionals, and business owners. Our clients receive a comprehensive planning approach with disciplined investment management. We work for our clients as we would for our own families and aim to build lasting, meaningful relationships based on trust, confidence, integrity, and exceptional client service. Our Services Include: Retirement Planning: Crafting tailored plans to ensure a secure and fulfilling retirement. Estate Planning: Assisting in the preservation and distribution of your wealth according to your wishes. Investment Planning: Developing strategies to grow and protect your assets. Risk Management: Identifying and mitigating financial risks to safeguard your future. Tax Planning: Implementing tax-efficient strategies to optimize your financial position. Education Planning: Preparing for the educational needs of your loved ones. Company Retirement Plans: Designing and managing retirement plans for businesses. https://www.troxellfinancial.com/important-disclosures
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Evergreen Wealth, formerly Troxell Financial has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Evergreen Wealth, formerly Troxell Financial has never raised funding before.
United Kingdom
Frequently asked questions
4.8
40,000 users
