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WHAT WE OFFEROur Services

ABOUT BAILEY WEALTH SERVICESAdvice On A Full Range Of Financial Planning Matters

Bailey Wealth Services is committed to understanding your unique needs, and providing customized strategies and trusted guidance to help you pursue your 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 interest.

EXPERIENCED SOLUTIONS
We ensure you have a solution with the right experience and approach to you.
ALWAYS LISTEN
Your advisor will develop understanding of your needs and the approach you want to take.
ALWAYS CLEAR
We will provide a clear, personalized experience in managing your wealth.
RIGHT APPROACH
We will identify a suitable way to pursue your goals that are realistic and attainable, and always in your best interest.
EXCEPTIONAL CARE
We deliver on our promises and celebrate our successes, we are friendly and caring.

Trust Services

It is worth understanding the options of distributing wealth before deciding what is best for you.

Education Planning

Whether you're paying for tuition costs now or saving for a future goal, it's important to determine if your education strategy is compatible with pursuing your retirement income and related financial objectives.

Business Financial Services

We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses seeking to optimize cash flow, retirement planning, succession planning, and more.
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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