Bringing lasting change to the lives we touch
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 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 stages of your life.
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.
An effective estate can spell out your wishes and focus they're carried out.
A sound insurance program can help protect your family from the financial consequences of unexpected events.
We focus your needs
We create strategies tailored to your goals
We enjoy creating valued relationships that can span generations
Evangelista & Associates and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.