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Products & Services

Committed to helping our clients, we customize and design a strategy to help meet your individual needs. We then provide financial education and guidance to successfully meet your goals and objectives. Lastly, we provide the information in an easy to follow format with analogies that you can understand.

At Evangelista & Associates, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Education Savings Plans (529s)
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Treasury Notes
  • Variable Annuity

Financial Planning

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

Protection Planning*

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

* These products and services are not associated with Geneos Wealth Management, Inc.