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Business Profile

Financial Planning Consultants

Everett Wealth Solutions, Inc.
Visit Website(708) 771-7777
See Hours
Operating Hours
Monday8:30 AM - 5:30 PM
Tuesday8:30 AM - 5:30 PM
Wednesday8:30 AM - 5:30 PM
Thursday8:30 AM - 5:30 PM
Friday8:30 AM - 5:00 PM
SaturdayClosed
SundayClosed

About

About This Business

Everett Wealth Solutions, Inc. (EWS) is a Registered Investment Adviser. EWS provides fee-only fiduciary financial planning and asset management services nationwide.

Products and Services

Asset Management, Financial Planning, Retirement Planning, College Planning, Life Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, College Financial Planning, Fixed/Index Annuities, Fiduciary Financial Planning, Asset Management Services, 4-Step Process, Personal Wealth Building Solution

Business Details

BBB File Opened:
7/21/2010
Business Started:
1/1/1995
Business Started Locally:
1/1/1995
Business Incorporated:
9/23/2009
Type of Entity:
Corporation
Related Businesses:
Everett & Associates, Inc. a brokerage insurance agency licensed in Illinois, Indiana, Colorado, Maryland, Massachusetts, Michigan, Virginia, Wisconsin.  This agency provides Life, Long Term Care, Disability insurance and fixed indexed annuities.
Business Management:
Christine Everett-Frantonius, President
Todd Wandtke, Director of Marketing & Communications
Number of Employees:
3

Additional Contact Information

Principal Contacts
Christine Everett-Frantonius, President
Customer Contacts
Christine Everett-Frantonius, President
Additional Phone Numbers
Other Phone: (708) 771-4059

Licensing information

  • Registered Investment Adviser - 1581725

Additional Information

Other Resources
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

More Resources

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