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Who are Evangelista & Associates?
Dedicated to your Success

Dedicated to your Success

Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Our professionals have years of experience in financial services. We can help address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Investment

Investment

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

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Retirement

Retirement

Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.

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Estate

Estate

An effective estate can spell out your healthcare wishes and ensure they're carried out – even if you are unable to communicate.

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Insurance

Insurance

A sound insurance program can help protect your family from the financial consequences of unexpected events.

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Independence

Independence

Without any conflicts of interest we put your needs first

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Services

Services

We create strategies tailored to your goals

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Trust

Trust

We enjoy building trusted relationships that span generations

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*No soliciting. Solicitations will not receive a response.

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.