Evergreen Team Insurance Marketing, LLC. 29800 Agoura Road, Agoura Hills, CA 91301
About the Business
Evergreen Team Insurance Marketing, LLC. is an insurance agency located at 29800 Agoura Road in Agoura Hills, California, United States. The team at Evergreen Team is dedicated to helping individuals plan for their retirement and secure their financial dreams.
The agency is led by Steven Katz, who has been in the business since 1994 and specializes in retirement planning. He is a member of the Million Dollar Round Table and is passionate about helping people grow and protect their retirement savings without market risk.
Jennifer Leids is also part of the team, representing a variety of A rated insurance companies with exceptional products. She is known for her expertise in retirement planning strategies and will help you choose the right product to protect your financial independence.
If you are interested in planning for the retirement you deserve, Evergreen Team Insurance Marketing, LLC. offers a no-cost, no-obligation discovery meeting to get started. Contact them at 818-309-2920 or email evergreenteamappointments@gmail.com to schedule an appointment.
Photos
Location & Phone number
29800 Agoura Rd Suite 104, Agoura Hills, CA 91301, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with Evergreen has proven to be one of my wisest choices in planning for financial security. They are very knowledgeable, resourceful, transparent and genuinely nice people. I highly recommend Evergreen."
"My wife and I were impressed with Steve and his entire I establishment based on his expertise and recommendations for enrichment of our investments. We also strongly feel that Steve is a warm and wonderful person along with Jennifer and each and every associate that we have had contact in his office has been absolutely phenomenal. Do not think twice about doing business with this company they are consummate professionals!"
"I have been with Steve and his company for many years. I have always been treated well as well as my husband and daughter. Jennifer, Jessica, Steve, and McKenna have always been friendly and helpful. We have had to wait a few times, but things happen and sometimes you just have to wait. We are very satisfied with Steve and company. I would highly recommend him to anyone. His seminars are always interesting and the steak dinners are the best. Hope to continue a long relationship with him and his company."
"I recently transferred all of my investments to the Evergreen Team and Steve Katz and I couldn’t be happier. They are very patient, kind and knowledgeable about my investments. So far it has been an amazing experience. I was very unhappy with my previous advisor and I wasn’t getting the customer service that I was looking for. Steve and Jennifer make me feel like I’m family. It’s a very warm and friendly atmosphere. I am very happy that I switched to the Evergreen Team. It’s the best decision I ever made. I can sleep at night knowing my money is safe."
"Steve Katz has lbeen a great in keeping my finances in order. He has taught me so much in maintaining the accounts as well as increasing my finances. I have and will continue to tell friends the excellent care that I've received from Steve and staff! Thank you very much for help and efforts , it's much appreciated!"
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