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Evershore Financial Group
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Categories
Financial Planning
About Us
Comprehensive, independent, financial services firm.
We’re everything you want your financial services company to be. As an independent firm, we are able to provide you with sound, comprehensive financial solutions for your unique situation. Our financial professionals have an average of 17 years experience in the financial services industry*, so you can rest assured knowing that you are receiving quality financial advice and services from an elite group of experts.Rep/Contact Info
View Personal BioDana RichmondDana Richmond has 15 years of experience in sales and business development. She specializes in a strategic approach and couples that with creative solutions that are tailored for her clients. Dana also strives to work in an environment rooted in open-communication. Finance is so personal, even for business owners, and Dana listens to what her client’s needs are and then works to deliver results to solve those needs.
One of Dana’s focuses is educating and encouraging women entrepreneurs concerning their finances. She is licensed in Florida and holds the Series 7 and Series 66 registrations. She works with clients and business owners to analyze their current situations and recommend clear, easy-to-understand financial strategies. Dana enjoys collaborating with client’s tax and legal advisors to ensure appropriate and comprehensive strategies.
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