Evangelista & Associates
Financial Services, 2950 S State St, Ann Arbor, Michigan, 48104, United States, 11-50 Employees
Phone Number: +17*********
Who is EVANGELISTA & ASSOCIATES
Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via refer...
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Headquarters: 2950 S State St, Ann Arbor, Michigan, 48104, United States
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Date Founded: 2003
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Employees: 11-50
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 8742
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Frequently Asked Questions Regarding Evangelista & Associates
Answer: Evangelista & Associates's headquarters are located at 2950 S State St, Ann Arbor, Michigan, 48104, United States
Answer: Evangelista & Associates's phone number is +17*********
Answer: Evangelista & Associates's official website is https://university-wealth.com
Answer: Evangelista & Associates's revenue is $1 Million to $5 Million
Answer: Evangelista & Associates's SIC: 8742
Answer: Evangelista & Associates has 11-50 employees
Answer: Evangelista & Associates is in Financial Services
Answer: Evangelista & Associates contact info: Phone number: +17********* Website: https://university-wealth.com
Answer: Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our clients University retirement investments sets us apart from other firms. With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to plan for the growth, distribution and multi-generational preservation of assets. We are located just off I-94 for your convenience on the corner of State Street and Eisenhower Parkway in Ann Arbor, Michigan. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.
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