Everett Wealth Solutions, Inc.

Everett Wealth Solutions, Inc. (CRD# 151725) is a financial advisory firm headquartered in Forest Park, IL. They manage $3,849,119 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $48,723
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Everett Wealth Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Christine M. Everett - Frantonius
CRD#: 1883997
407 Marengo Avenue, Forest Park, IL 60130
98
Wealthminder
score

Christine Everett - Frantonius (CRD# 1883997) is an Investment Advisor Representative working at Everett Wealth Solutions, Inc.(EWS) in Forest Park, IL and has over 30 years of experience in the finance industry.

 

Everett Wealth Solutions, Inc. (EWS) offers a Fiduciary level of service as a Registered Investment Advisor. EWS provides financial and retirement planning, asset management, and college planning services inside a 4-Step Process. Whether you are building wealth or have achieved significant wealth, EWS can become an important fiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well, to help reduce wealth leaks, preserve the assets you have accumulated and reallocate them for your retirement years - so the journey is a pleasant one.

 

 

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