Welcome

Welcome to Evangelista & Associates

We understand how crucial it is to be confident that you are placing your finances in good hands. At Evangelista & Associates, we assist families, individuals and businesses with their financial planning needs. Utilizing our experience, independence and team approach, we work with you to develop a comprehensive wealth management strategy to manage your unique goals and objectives. We strive to establish and maintain life-long relationships built on a foundation of ethics, integrity and exceptional service.

Whatever your goals, we can help.

We are committed and strive to help our clients avoid costly retirement planning mistakes. Customizing a strategy designed to manage your individual needs based on your lifestyle and providing financial education and guidance to confidently focus your goals and objectives is what we do.

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