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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 meet 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 you get there.

We are committed and strive to help our clients avoid costly retirement planning mistakes. Customizing a strategy designed to meet your individual needs based on your lifestyle and providing financial education and guidance to successfully meet your goals and objectives is what sets us apart.

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