Barrett Carter

Barrett Carter

Vice President | Wealth Manager

barrettcarter@evergreencapitalomaha.com

ADVISOR QUOTE:

"Focus on your financial goals and dreams, not your fears. Let's grow together."

Services

  • Financial Planning

  • Wealth Management

  • Retirement Planning

  • Investment Management

  • Insurance Planning

  • Employer Sponsored Retirement Plans

  • 401k Rollover Advice

  • Stock Option Review

  • Estate Planning Strategies

  • Retirement Benefit Decisions

  • Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.

          (Services includes tailored Financial Wellness Program)

About Me

Years of Experience

22 Years

Education

BS, Calumet College

Office Location

1755 North Brown Road

Suite 200

Lawrenceville, GA 30043

Contact

Direct: 708-469-9288

Email:

barrettcarter@evergreencapitalomaha.com

Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.

Utilize a wealth planning process that is built to help you make the best decisions with your money, offer long-term investments diversified to minimize risk and to achieve the best possible returns, all while building trusted relationships focused on achieving your lifetime financial objectives.