What our clients say about us
5.00
13 reviews
Write a review
AI Summary
Overall, customers praise the clear communication and expert guidance provided, particularly regarding the Infinite Banking Concept, with many highlighting the staff's patience and dedication to helping them achieve their financial goals. However, there are no notable cons mentioned in these reviews.
5
Dec 02, 2025
I have been working with Patrick Johnson as my Advisor for over 2 years now. He has always been quick to communicate, finds time to meet with me, he's... More
5
Nov 18, 2025
Working with Patrick and Evergreen Wealth has been a joy! He was so thorough while explaining options for us and patient answering our questions. We a... More
5
Nov 13, 2025
Pat is very personable and explains facts/data in a language/terms that describes how the products will provide the safety and security financially fo... More
5
Nov 12, 2025
Pat Johnson at Evergreen Wealth is passionately knowledgeable and genuinely cares about helping people make smart choices with their money. He took ti... More
5
Nov 09, 2025
I met Pat several years ago when I wanted to truly understand Infinite Banking Concept policies. I had heard about them before, but the person who fir... More
5
Nov 09, 2025
Pat Johnson and Jon Webster were a great help rolling over an investment. They were also great in helping to get my RMD directly transferred to our ch... More
5
Nov 09, 2025
Thanks for advising us on setting up our policies!
5
Nov 09, 2025
Pat helped us so much setting up our IBC policies and connecting us with investment opportunities. Highly recommended.
Load More