Evergreen Planning & Investments is partnered with Western International Securities ("WIS"). WIS is a registered investment advisor with the Securities and Exchange Commission providing a full range of financial products to clients, including stocks, bonds, mutual funds, options and direct investments to clients through Investment Advisor Representatives ("IAR") of WIS. WIS offers four custodian relationships, National Financial Services, Charles Schwab, Wedbush, and Pershing, LLC where client assets are held.
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