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WARREN BUFFETT

Advice On A Full Range Of Financial Planning Matters

ABOUT BAILEY WEALTH SERVICES

Bailey Wealth Services is committed to understanding your unique needs, and providing customized strategies and trusted guidance to help you pursue financial independence. We take great pride in our personal review process and our dedication to developing longstanding relationships with all of our clients. In addition, we pride ourselves on being independent and offering advice that is objective and always in your best interests.

We offer an individualized approach to retirement income and comprehensive financial planning that integrates the latest tools and technologies, as well as access to comprehensive products and services custom-tailored to your needs.

COMPREHENSIVE PLANNING PROCESS

Our comprehensive planning process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to address your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives.

FINANCIAL PLANNING

Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.

MAIN OFFICE
1604 Hewitt Ave., Suite 704
Everett, WA 98201
E-MAIL
office@baileywealth.org
TELEPHONE
+1 425 252 4032
WORKING HOURS
Mon-Fri: 9am – 5pm

FIELDS OF EXPERTISEAt Bailey Wealth Services, we believe close and ongoing communication is critical for building a strategy suited to your particular requirements.

Beginning with our initial meeting, we strive to strengthen our relationship with you at every phase of our four-step planning process.

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Contact Bailey Wealth Services

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1604 Hewitt Ave., Suite 704 Everett, WA 98201

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CO, ID, IL, IN, MO, MT, NM, NV, OR, SC, TX, VA, WA.

Copyright © Bailey Wealth Services 2021