Evolution Retirement Services

"My husband and I had our money invested with a reputable Financial service firm and we were content. We decided to learn more about money investments specific for retirement. We attended one of Adam's lectures. After doing our research and many meetings, We decided to become part of the Evolution Retirement Family for many reasons: we are now spending less money for better services. Kurt and Adam are helping us Save on taxes, spending less on fees, and now we are gaining services that feel like they are free ie: getting our will completed, estate planning and tax services. All is done under one roof. One of my huge concerns was: in the past I have selected a competent financial planner but then he retires and is replaced by someone not as qualified. So I was very happy to learn that Kurt Traulsen ( who works his magic at the desk) is only 30 years old , and Adam Bruno ( who so eloquently explains everything you always wanted to know and understand) is 40 years old. Neither partner is retiring soon. My husband and I are proud to be a part of the evolution family and we plan on attending many more educational classes provided by them. I'm happy to add to their 5 start rating. !"

"Adam and the whole team have been an absolute pleasure to work with! Great information and a great opportunity with the best in the business. Highly recommended!"

"Received above average service from everyone at Evolution. What I liked the best was how easy and comfortable everything was. I felt like I was at a family member's house. Normally I let my husband handle everything, but now that we are older, I knew it was time for me to have an idea of what was going on with our finances. Evolution made it easy."

"I went to one of Evolution’s dinner events and felt extremely comfortable with Adam and the rest of the team. He really went out of his way to provide the room with real information, not just a sales pitch. My husband and I brought our annuities and the rest of our investments in and the team at Evolution showed us exactly what we were paying in fees, and put us in a better position. Couldn’t be happier that we spent an hour of our time with Adam, saved us so much money! Thanks Evolution!!!"