Excellent · Verdica composite score based on three weighted sub-scores from public regulator data.
7 active sources · last successful refresh Oct 13, 2026
source data currentHow this is calculated
Composite = Registration & Compliance × 35% + Disciplinary History × 40% + Business Profile × 25%, scaled to 300–850.Read full methodology →
Each sub-score starts at a baseline and adjusts based on real regulatory-record signals. Zero-delta rows show what we checked and confirmed clean. “Data quality” indicates how much source data informed the score.
These are unmodified public reviews from Google Reviews — not Verdica ratings or paid endorsements. Reviews shown as-published, positive and negative alike.
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GREEN BAY ADVISORS, LLC scores 816 — these providers rank higher on Verdica's composite trust score.
The Verdica score is a composite trust score from 300 to 850, computed from registration status, disciplinary history, and business risk indicators maintained by the SEC and FINRA. A score of 816 places GREEN BAY ADVISORS, LLC in the excellent (800–850) band. The score reflects publicly available regulator data — it is not a rating from Verdica itself and does not incorporate paid reviews or advertising.
Verdica combines three weighted sub-scores drawn from the SEC and FINRA. Each sub-score reflects a different dimension of financial services compliance — regulatory disclosures, disciplinary actions, and firm risk factors — and is normalized against industry peers before being aggregated to the 300–850 scale.
Verdica pulls public records from the SEC and FINRA: registration status, disciplinary history, and business risk indicators. Data is refreshed on rolling cycles, typically weekly to monthly depending on the source agency's own update schedule. See the "source data current" indicator on the entity page for the last successful refresh.
Common negative signals include regulatory sanctions, customer arbitrations, or firm-level disclosures. Any of these appear in the underlying regulator records and pull the sub-score down; the composite reflects the weighted impact.
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Scott, Steven, Dustin and Jodi are just the most amazing group I have ever worked with. They have provided us with advice on estate planning, which was essential, insurance review which has saved us thousands of dollars, and our financial portfolio has done extremely well due to their expertise in financial planning. I highly recommend Evergreen Private Wealth!!
View on Google ReviewsShowing 8 of 10 — indexed from public Google Reviews, not filtered by rating
See all 10 reviews on Google ReviewsYes. Entities can file a dispute directly from the score page, and business owners can claim their profile. Verdica reviews disputes against the underlying regulator record; the score is updated when the source data is corrected. Scores are recomputed automatically as new regulator data arrives.
AMAZING team! Have loved every bit of our experience with Steven. He has been awesome at explaining things and educating us while allowing us to make our own decisions. His strategies have helped us grow financially, and we have been with him since before he started out on his own. He has helped us figure out job loss, moves with home purchases, inheritances, and so much more. I can’t say enough positive about him and his group - absolutely awesome! So happy we have him in our lives!!
We have been clients since 2015 and wouldn't trust anyone else! A special shout out to Scott Preston!
The absolute best decision I ever made financially was to invest my retirement funds with Evergreen Private Wealth. More specifically, Steven Bose has been my financial advisor for more than 10 years and his investment advising and planning has literally taken the worry from my now full retirement life. The whole team treats you as family and they take care of your financial assets so you can focus on enjoying life! Evergreen Private Wealth just had a Thanksgiving Meal for us clients at The Fort and it was a spectacular evening full of laughter and great food! Thank you Evergreen Private Wealth Management for truly making a difference in our family's life!
You need these guys! Whether you're new to growing your savings, or already have a presence in the market - you need EPW. They know the financial landscape, they understand the investor's mind; and in both cases they know how to guide and keep you on track. They will keep you grounded and well informed. They will educate you regarding all the market 'chatter' which is in your face on a daily basis. They will help with all the investing distractions which have the ability to derail even a sound strategy. Did I mention you need these guys!
We are so grateful to have Evergreen helping us with our financial investments. Not only has the return on investment been great but, just as importantly, our advisor-Steven Bowes- has served us with the utmost integrity and honesty. We are happy to trust our finances to the expertise of Evergreen Private Wealth.
The team at Evergreen has been fantastic. Average portfolio growth for the past 10years has been in the teens (13-19%)
Unbelievably disappointed in this organization and Scott Preston. They will not assist you if you have less than 500K and although Scott said he would continue to assist the needs of my handicap aging parents the money was nearing the 500K. Not only did he drop us like a bad habit he didn’t return several calls asking for advice. I would never refer them regardless of performance they did when the money was good.