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Wealth Management Strategic Partners
There are thousands of investment firms and a lot more financial consultants. So why should you want to work with EFS? In the end, this decision boils down to trust, an alignment of values, and an assurance that you can get everything you need in one place.
At Evergreen Financial Services, we pride ourselves on many things. However, we believe that what sets us apart is our insistence on objectivity, independence, and our meticulous approach to the selection of smart strategic partnerships.
Evergreen’s Clearing Broker / Dealer, RBC Dain Rauscher, Inc.
Founded in 1909, RBC Dain Rauscher Inc. (Dain) is a wholly owned subsidiary of the Royal Bank of Canada (RY: TSX, NYSE), and one of the nation's largest full-service securities firms. RBC Dain Rauscher Inc. is a member of the New York Stock Exchange and other major securities exchanges, as well as the Securities Investor Protection Corp. (SIPC) Headquartered in Minneapolis, Minnesota, the company has $117 billion in Assets Under Management, in 701,000 accounts belonging to more than 333,000 households.
Dain places significant emphasis on retail sales and private client relationships. Dain’s products and services are geared toward helping meet clients’ specific needs. Their approach has proven successful for more than 175 member firms with nearly 3,000 Financial Consultants, making them the fifth-largest clearing firm in the industry, according to Securities Industry News. Dain brings a Mid-western service culture with Mid-western values, such as honesty, integrity, responsibility and an exceptionally strong work ethic. Dain employees are especially oriented to providing peace of mind to both EFS professionals and EFS clients.
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Securities offered through Gold Coast Securities, Inc. Member FINRA and SIPC
Evergreen Financial Services, LLC and Gold Coast Securities, Inc. are separate and unrelated companies.
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