Bailey Wealth Services

Everett, United States

5

1 review

Contacts

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Telephone:
+1 425-252-4032
Website:
www.baileywealth.org
Address:
1604 Hewitt Ave Ste 704, Everett, WA, 98201
Nearby public transportation stops & stations:
0.3 miBroadway just South of the Event Center
0.6 miEverett Station
0.6 miEverett
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Today

Today –
Local time (Everett) 7:05 AM Tuesday, July 15, 2025

Business hours

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Tuesday –
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Description

Specialties

Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with Washington State Teachers & Boeing Employees.

Certification & Affiliations:

Certified Financial Planner Practitioner

Financial Planning Association

Specialties:

IRA, 401(k) and 403(b) Plans

Retirement Decisions

Retirement Plan Rollovers

Member FINRA/​SIPC

Vicinity

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1 review of Bailey Wealth Services

No registration required
Place rating: 5
Lynnwood, WA
We met Sean today to help us with some major life changing decisions. We walked away seriously impressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!