Guangzhi (Julia) Zhai, Partner at Evergreen Financial Partners, is an investment adviser representative with over ten years of experience in the financial services industry. She focuses on helping highly successful professionals and business owners plan their financial futures by offering solutions and strategies that strive to help reduce their tax liabilities, increase their net worth, and leave a lasting legacy based on their needs and objectives.
Cindy Ng, CPA*, Partner at Evergreen Financial Partners. Cindy is dedicated to making a difference in people’s lives. She is committed to building long-term relationships with her clients and helping them reach their goals is her number one priority. Drawing on her knowledge and experience, she helps build financial independence for her clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. (215)441-8200. Evergreen Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
