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Merrill Lynch Wealth Management

2707 Colby Ave
Everett, WA 98201 800-937-0372

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Bailey Wealth Services

1604 Hewitt Ave #704
Everett, WA 98201 425-252-4032

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Raymond James

2825 Colby Ave #303
Everett, WA 98201 425-252-1802

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They prefer republican clients and once the provider suggested a company not... - Aug 31, 2023

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D A Davidson

2825 Colby Ave #201
Everett, WA 98201 425-259-1319

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cant recommend enough. great people who really care and want to help more... - Mar 27, 2018

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Madrona Financial Services

2911 Bond St #200
Everett, WA 98201 425-212-3777

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The owner of the company seems to have lost focus on long term clients. - Sep 24, 2018

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Edward Jones

10505 19th Ave SE #B
Everett, WA 98208 425-267-9415

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Unlike some advisers, Joe adjusts his presentation to the knowledge of his... - Jan 29, 2020

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Edward Jones

10101 19th Ave SE #1
Everett, WA 98208 425-337-9943

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Edward Jones

1201 SE Everett Mall Way #C
Everett, WA 98208 425-353-2322

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Edward Jones

5714 134th Pl SE #A12
Everett, WA 98208 425-337-0741

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Edward Jones

909 Sievers Duecy Blvd #A
Everett, WA 98203 425-348-7207

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Excellent! - Apr 27, 2017

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.