This profile is uncertified and using publicly sourced data
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Business Details
About
Financial Planner
Why pay the financial industry a percentage of your wealth every year just to get advice? At Evergreen Wealth Management, founder and Certified Financial Planner Nick Stevens, CFP® has replaced that outdated model with one flat monthly fee. No asset-based fees. No commissions. No surprises.
We're a fee-only financial planning and investment management firm in Boston serving individuals and families nearing or in retirement. Our services include retirement income planning, tax-efficient investment management, Social Security optimization, estate planning coordination, and ongoing financial guidance — all for one transparent monthly cost.
Our focus is simple: keep more money in your pocket while giving you the clarity you deserve.
Location
Evergreen Wealth Management
399 Boylston St 6th Floor, Boston, MA
02116, United States
Hours
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
Boost local visibility and reputation with reviews
Certify your brand4.5
1,821 reviews
5 stars
918
4 stars
467
3 stars
410
2 stars25
1 star1
What are people saying?
AI-generated from recent customer reviews
Food Quality
Customers generally enjoyed the food, noting it was fresh and tasty, although there were some complaints about specific items being cold or not prepared correctly.
Customer Service
Service quality was inconsistent; while some staff were praised for being friendly and helpful, others were reported as rude or indifferent.
Cleanliness
The restaurant was frequently described as clean, with positive remarks about the overall hygiene and condition of the facility.
Coupon Issues
Several customers expressed frustration over the refusal to accept coupons and issues with online orders, leading to dissatisfaction.
Operational Hours
There were complaints about unclear operational hours and being turned away before closing time.