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).
Total Assets Under Management4MILLION
Total Number of Accounts79ACCOUNTS
Average Account Value$48,723
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.