Everett Wealth Solutions
(10 Reviews)
Chris is the visionary leader for the company's strategy, financial planning operations, and business units. She is an important resource for retirees, pre-retirees and families looking to create a personal wealth solution. Chris has been helping clients with money decisions for 30 years, and absolutely loves her work. EWS is now a leading firm on a fiduciary platform insisting that everything we do is in your best interest. Period.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2009
Sentiment Analysis
I highly recommend Everett Wealth Solutions for financial planning services for anyone wanting to chart a course ahead for financial success!!
Chris Everett has been always dependable, accessible and instrumental from the very beginning, initially when we wanted to support our children through college and more recently when we are approaching retirement age.
Chris’ assessment, financial analysis and guidance are safe harbors from which I am making solid decisions about my financial future.
With only a few years away from retirement, being uncomfortable/concerned with our current financial situation, anxiety-ridden, etc...
Today is going to be best day ever
The time spent with her will be work: work on yourself, work on your scripts around money, work on getting her the information to make excellent decisions for your family's finances--but it is an investment that is worth everything you put in.
Great people who really do care about you and your financial well-being.
Her practical approach, vast knowledge and pleasant demeanor has helped me make decisions I wouldn't have considered had I not had the benefit of her counsel.
She is a woman of faith, eager to help one focus on well being; not just financially, but mentally, emotionally, and even spiritually!
She used her caring heart and intelligence to give insight into our situation, encouragement to hope for the best, and inspiration to courageously take on areas of personal challenge.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.