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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 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.

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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 Planning

 Estate Planning

An effective estate can spell out your  wishes and focus they're carried out.

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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

 We focus your needs

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Services

Services

We create strategies tailored to your goals

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Value

Value

We enjoy creating valued relationships that can span generations

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Evangelista & Associates and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

*No soliciting. Solicitations will not receive a response.