Evergreen Team Insurance Marketing, LLC. & Evergreen Team Wealth Management

Agoura Hills, CA · Insurance agency

Rating
4.6/5
★★★★★ 4.6
Reviews
20
Rank in Agoura Hills
#2
of 16 insurance agents
City Percentile
47%
rating percentile
Address
Evergreen Team Insurance Marketing, LLC. & Evergreen Team Wealth Management, 29800 Agoura Rd Suite 104, Agoura Hills, CA 91301
Phone
(818) 309-2920
Website
www.evergreenteaminsurance.com/about-us
Status
Closed · Opens 9 AM Mon

Evergreen Team Insurance Marketing, LLC. & Evergreen Team Wealth Management is an insurance agent located in Agoura Hills, CA. It is one of 16 insurance agents listed in Agoura Hills. Its 4.6-star rating is above the Agoura Hills city average of 4.3 stars. It ranks #2 among Agoura Hills insurance agents by combined rating and review volume. There are 10 photos associated with this location.

About Evergreen Team Insurance Marketing, LLC. & Evergreen Team Wealth Management

Evergreen Team Insurance Marketing, LLC. & Evergreen Team Wealth Management is a fiduciary investment advisory firm in Agoura Hills, CA, specializing in retirement-focused strategies that prioritize safety, simplicity, and peace of mind. We offer... More

Hours

Friday9 AM–5 PM

Customer Reviews

★★★★★ 5.0 Craig · Feb 2026

As usual with an Evergreen event, lots of good information, good food, and no pressure. Evergreen never forgets that it’s YOUR money, they are there to help you make the best decisions for you and your family.

★★★★★ 5.0 Kim Romo · Feb 2026

Steven and his team are knowledgeable, welcoming and make you feeel like part of the family.

★☆☆☆☆ 1.0 Maria Malvino · Mar 2025

I was invited to attend a seminar, and upon my arrival, I was met with an unexpected and deeply disappointing situation. As I announced myself, I was denied entry solely because I was accompanied by my five-year-old son. I was informed that the event was "not for children," yet at no point during the invitation or registration process was this restriction communicated. There were no notices, disclaimers, or policies indicating that children were not permitted. When I questioned this, the representative hesitated before vaguely stating that "the rest of the audience would feel..."—leaving the sentence unfinished—before adding that the presenter "wouldn’t feel comfortable." I was taken aback by such an exclusionary stance. I responded that I was unaware that this company discriminates again

★★★★★ 5.0 Jean Roberts · Nov 2023

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.

★★★★★ 5.0 Sandy Tsutsui-Trujillo · Feb 2026

Securing our retirement nest egg and protecting it from drops in the stock market

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Insurance agencyFinancial advisorFinancial consultant

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This listing is informational. Contact the business directly to verify credentials, services, and availability.