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Evan Ha
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(732) 460-4218(732) 460-4218
Evan HaFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Toms River, NJ
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Meet Evan Ha
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
NJ
professional background
Joined Bankers Life in 2007Became a Financial Representative in 2011Education: Rider University - Bachelor's in Finance, 2006
designations received
Company Recognitions: President's Honor Circle Lifetime Member, Million Dollar Round TableInsurance Designations: Certified in Long Term Care
personal background
Family: My wife Alyssa Ha, and two children, Olivia and Anthony
Evan Ha, Bankers Life Agent and Bankers Life Securities Financial Representative in Toms River, NJ
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(732) 918-0430(732) 918-0430
Direct Phone:
(732) 460-4218(732) 460-4218
Branch Info
1433 Hooper Avenue
Ste 121
Toms River, NJ 08753
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | Closed |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
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Products & Services Offered in Toms River, NJ
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Reviews
Reviews for Evan Ha
5.0
Rating 5.0
(17 Reviews)- October 27, 20245.0 out of 5.0Rating 5.0Great financial advisor, one of if not the best in NJ. His pedigree speaks for himself . He's always free to chat and available when necessary, which is very important to me. Highly recommend. Would give 10 stars if I could!
- February 1, 20245.0 out of 5.0Rating 5.0Evan Ha is a true professional! He is sincere, engaging, efficient and dedicated to his clients. Thank you Evan for overseeing the growth of my retirement funds!!
- November 3, 20235.0 out of 5.0Rating 5.0Evan has been an excellent financial advisor for us the past 15 years. He always is available to answer our financial questions honestly no matter how big or small. He has made us feel comfortable with the choices we have made since retirement. We would highly recommend Evan to our friends. Also we have recommended Bankers Life to family and friends not living in New Jersey.
- July 28, 20235.0 out of 5.0Rating 5.0We have received unsurpassed customer service from both Even Ha and Tom Parisi. We have every confidence that our financial well being is of upmost importance. We couldn’t be happier or feel more confident in their handling of our finances.
- July 14, 20235.0 out of 5.0Rating 5.0He is the BEST! Let me tell you why. I’ve known Evan for the past 5 years now. I was referred to him by a friend and he said that once you meet him you’ll trust him. Well “Trust” is the most important thing to me. My friend was correct. Evan knows what he’s doing and he’s completely trustworthy. He’s like a member of my family now. I highly recommend him. His knowledge is vast and his service is unbeatable!
Henry Cugini - May 5, 20235.0 out of 5.0Rating 5.0Evan is a great advisor. He always answers all my questions with an open heart. I always feel that I am ahead because he always tells me the next steps I need to take and how to prepare for them. Again. Thank you so much for always being there.
- May 4, 20235.0 out of 5.0Rating 5.0Been with Evan for over 10 years. He has gone over and above. He listens to his clients and does what is necessary to make certain they are financially secure while remaining in their comfort zone. Highly, highly recommend.
- May 4, 20235.0 out of 5.0Rating 5.0I was introduced to Evan through my sister. Evan is extremely helpful and takes the best care in handling my financial needs. He is always available through a text or call should you have any questions. He will come to your home and take the time needed to explain very thoroughly to you what options would best fit your needs. Evan is very patient and answers my many many questions. Evan is and will remain my financial advisor and I highly recommend him.
- April 27, 20235.0 out of 5.0Rating 5.0Evan is always on top of things and patiently explains answers to my many questions. He made what was a scary decision to retire a pleasure to navigate. He put me in the right program which works great for me.
- April 20, 20235.0 out of 5.0Rating 5.0As always Evan is informative and makes it easy for me to understand. Commitment to his customers, with their well-being always in mind.
- March 15, 20235.0 out of 5.0Rating 5.0I've had, through my restaurant, a business relationship with Evan since 2012 and have watched him refine his knowledge and expertise. One thing that hasn't changed are his prompt replies to questions and his excellent communication skills. I now have investments with Evan and consider him my financial advisor.
- March 15, 20235.0 out of 5.0Rating 5.0I have been working with Evan for 14 years. He has taken me through several stages of my life. Married with a income coming in to being a widow. Evan is very knowledgeable about the industry and professional dealing with his clients. He is aware of my name and is always on top of my finances. It is a relief to know someone like Evan is taking care of my finances.
- March 15, 20235.0 out of 5.0Rating 5.0I have been working with Evan for 14 years. He has guided me through different stages in my life. Married with income coming in to becoming a widow. Evan is knowledgeable about his industry, has a feel for my needs and is a true professional. I know my finances are safe with Evan’s guidance.
- March 15, 20235.0 out of 5.0Rating 5.0Evan does an excellent job in handling our account. He is always available to answer inquires concerning current trends in the market (good or bad) and responds in a way that you understand his explanation as he states in in terms we can understand. Another aspect I appreciate about Evan is he is always very calm when speaking and discussing our accounts not matter if the news is positive or negative. I would not hesitate to recommend Evan to friends or relatives for excellent financial advice.
- March 15, 20235.0 out of 5.0Rating 5.0My experience with Evan from the very beginning was nothing but excellent...I reached out for a financial planner when I found my husband was unable to keep up with the finances.....I trusted Evan from the minute he walked into my home....Very professional, honest and always a phone call away...I could be up at 3 am n have questions, I email him n next business day I have my answers...He’s the best of the best n I wish him much more success n happy clients...
- August 3, 20225.0 out of 5.0Rating 5.0Evan was very direct. He answered all of my questions. He was very knowledgeable. I felt very comfortable with him and felt he was looking after my welfare
- June 17, 20225.0 out of 5.0Rating 5.0awesome customer service
Displaying reviews 1 - 1 out of the 17 most recent
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Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
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