Broker Check
Joseph  Spina

Joseph Spina

President | Financial Advisor


Joe assists all types of clients with their financial planning and investment needs. He has specialized expertise working with widowed, divorced and retirement-focused individuals including pre-and postretirement distribution planning.

As an independent financial advisor, Joe enjoys the process of helping people put their financial lives in order through customized guidance as well as his commitment to providing the best possible customer service. He is responsible for meeting with clients, researching client issues, and preparing & presenting a financial plan. He truly believes in financial education and has the heart of a teacher; he prides himself on the long-term relationships he has with his clients.

Joe is also an Investment Advisor Representative with Osaic Wealth, Inc. He has earned his life insurance, health insurance, Series 7, Series 66, Series 26, Series 24 licenses, and, he has been a Dave Ramsey SmartVestor Pro since 2010.

Joe resides in Wayne, New Jersey with his beloved wife Susan; he has two grown children, Corey and Tabitha. He is an active parishioner of Our Lady of Consolation Church, and he is a participating member of his community where he enjoys volunteering for various activities.

Evergreen Financial Group is a financial firm providing comprehensive financial services for pre-retirees and retirees, including investment management, long- term care planning for medical and nursing care, tax reduction and estate planning.