Start Your Journey
Start your financial planning journey today with Evergreen Financial Group as your guide. We serve Billings, MT, and Salt Lake City in-person, and provide virtual services nationwide.
What to Expect
Posted onTrustindex verifies that the original source of the review is Google. Tim is very knowledgeable and cares deeply about the well-being of his clients. He goes above and beyond to research when we have questions, and has provided valuable advice to us on numerous occasions. We have total trust in Tim and his organization, and are thankful for his guidance as we seek to be good stewards of all God has gifted us with. I would highly recommend him.Posted onTrustindex verifies that the original source of the review is Google. We have been with Evergreen for a couple of years, and have been extremely satisfied with Tim and his team. They are professional, trustworthy, knowledgeable, and committed to finding the best pathway to our goals, which they continue to do a great job at. We highly recommend Evergreen!Posted onTrustindex verifies that the original source of the review is Google. Our family has been working with Evergreen Financial Group for almost 5 years now, and we couldn't be happier with the knowledge and assistance this group has brought to our financial planning. Tim and his team make sure we are been lead through a successful path always looking for the most suitable options to achieve our family goals.Posted onTrustindex verifies that the original source of the review is Google. Love Evergreen Financial Group! Taking us places financially we couldn't have gotten on our own!Posted onTrustindex verifies that the original source of the review is Google. We are extremely pleased with the service provided by Tim, and now also, Luke of Evergreen Financial Services. Not only do they provide investment services for our particular comfort risk, but they also guided us through preparing a financial plan. That's been extremely valuable. We looked at the whole picture instead of just our bank account! Tim and Luke are both so patient, kind and helpful, besides being really knowledgeable. We've enjoyed working with them and plan to continue. We'd recommend Evergreen to any of our friends!Posted onTrustindex verifies that the original source of the review is Google. Working with the team at Evergreen Financial Group has been a fantastic experience. Tim and Luke bring exceptional knowledge and expertise to the table, making financial planning feel easy and approachable. Their thoroughness and professionalism are second to none. From investment strategies to practical applications, their insights have been invaluable. What stands out most is their willingness to share their knowledge openly, ensuring we feel empowered and well-informed as clients. It’s clear they genuinely care about their clients' success. We love working with the team at Evergreen Financial Group and highly recommend them to anyone looking for expert financial guidance.Posted onTrustindex verifies that the original source of the review is Google. I have been working with Tim for the past 7 years and can say that he is the best financial advisor I have ever had. Not only is he well informed, but he genuinely cares about doing what is best for his clients. I especially appreciate his patient and kind manner when explaining the more complicated aspects of my portfolio. I highly recommend him.Posted onTrustindex verifies that the original source of the review is Google. I have worked with other good financial planners, but I like Evergreen because they "get" me. They work from biblical principles to manage my resources so that I can give more to bless others and my family. They communicate well and timely, and have added education information that's been helpful such as information on Social Security, estate planning and more. I'm grateful to be with Evergreen.Posted onTrustindex verifies that the original source of the review is Google. Appreciate attention to detail. He has lots of experience as well as many helpful suggestions to make the best of my investments and tax situation. Very grateful!Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more