Evergreen Wealth Advisory

Name: Evergreen Wealth Advisory
Address: 10243 178 Street Northwest, Edmonton, AB, T5S 1M3, CA
Telephone: (587) 480-7476
Price range: $$
Rating: 5

Your trusted partner for comprehensive financial planning and insurance solutions in Edmonton.

5(5 reviews)

insurance

Directions Call Website

About

Evergreen Wealth Advisory is a premier financial services firm based in Edmonton, dedicated to providing personalized wealth management and insurance solutions. With a perfect 5-star rating, the team, including experts like Art and Crystal Kelly, offers transparent, objective advice on exempt market products, life, health, and disability insurance. They focus on building long-term client relationships through diligent service, clear communication, and tailored strategies to meet diverse financial needs.

Photos

1 / 1

Location

10243 178 St NW, Edmonton, AB T5S 1M3, Canada

Get directions

Information

10243 178 Street Northwest

Edmonton, AB, T5S 1M3

(587) 480-7476 evergreenwealthadvisory.com/

Is this your business?

Claim Evergreen Wealth Advisory to manage your storefront, respond to reviews, and receive customer leads.

Services

Life Insurance Planning

Personalized life insurance solutions to protect your family and secure your financial legacy with expert advice.

Health & Disability Insurance

Comprehensive health and disability insurance plans tailored to safeguard your income and well-being.

Exempt Market Investments

Access to diverse exempt market investment products for growth opportunities beyond traditional markets.

Financial Planning & Advice

Holistic financial planning services including retirement, investment, and wealth management strategies.

Insurance Needs Analysis

Detailed assessments to identify and address your specific insurance requirements with transparent options.

5.00 · 5 reviews

Overall rating

Shane Hall

via Google

· 11 months ago

I've been super happy with the advice and service that Art and his team has provided me over the years and the many different exempt market products they offer.

Christopher YEUNG

via Google

· 3 years ago

I've worked with Crystal Kelly in various capacities in the financial industry and can vouch for her honesty, integrity and work ethic. I would highly recommend working with her if you are looking for someone who approaches financial planning and advice with transparency and objectivity.

Diane Ringuette

via Google

· 3 years ago

Crystal Kelly is very knowledgeable about life, health and disability insurance. She is friendly and professional, and can help you with your insurance needs. I would fully recommend Crystal and Evergreen Wealth Advisory!!

Danielle L'Heureux

via Google

· 3 years ago

I really enjoyed working with Crystal on my insurance needs. She took the time to ensure that I understood all of the details and was very diligent in coming back to my with options that fit my needs. She was always professional, friendly and made things convenient for me. I would highly recommend working with Crystal and the Evergreen Wealth Team!

Eric Hansen

via Google

· 3 years ago

I've known Crystal for about a decade and I have been consistently impressed with her level of organization and commitment to knowing the details about whatever element of the investment business she is involved with. She gets tasks done on time and with a smile she communicates clearly.

More businesses like this

Capital Edge Financial Planning cover image

View details →

insurance

Edmonton, AB

Capital Edge Financial Planning

Capital Edge Financial Planning is a premier financial advisory firm based in Edmonton, specializing in personalized insurance and retirement planning. Led by Dave Hawryluk and his dedicated team, the business provides expert guidance for both personal and corporate clients, ensuring tailored strategies for employee benefits, life insurance, and long-term financial security. Known for their responsiveness, professionalism, and client-focused approach, they simplify complex financial decisions to help individuals and businesses achieve peace of mind.

View details →

insurance

Edmonton, AB

Red Seal Financial Ltd

Red Seal Financial Ltd is a premier financial services firm in Edmonton, offering expert guidance in financial planning, accounting, and insurance. The team, including professionals like Dawn Vader and David, specializes in helping individuals, families, and small businesses achieve financial clarity and stability. With a focus on personalized service, they simplify complex concepts, provide proactive support, and ensure clients are well-prepared for their financial futures. Their 5-star reviews highlight exceptional professionalism, flexibility, and results-driven approaches.

View details →

financial advising

Edmonton, AB

McGuire Financial Group

McGuire Financial Group is a premier financial consulting firm in Edmonton, dedicated to helping individuals and families achieve financial stability and growth. Specializing in dividend-paying whole life insurance and comprehensive financial planning, the team offers personalized coaching, educational bootcamps, and ongoing support. With a focus on clarity and accessibility, they transform complex financial concepts into actionable plans, earning a perfect 5-star rating from satisfied clients.

View details →

insurance

Edmonton, AB

Ascendant Financial Inc: Financial Planner - Edmonton

Ascendant Financial Inc is a trusted financial planning firm in Edmonton specializing in the Infinite Banking Concept (IBC) and whole life insurance. The team provides personalized, educational guidance to help clients build long-term wealth, offering strategies like infinite banking, life insurance policies, and financial coaching. With a focus on clarity, patience, and professionalism, they empower individuals and families to take control of their financial futures through tailored plans and ongoing support.

5.0

Directions Call