Everest Wealth Management has been a godsend to me. I have invested in conservative steady growth plans. I am now retired and have seen the benefits of my/ their plan for me. I love that they are local and have an open door policy to see them anytime during the fiscal year. I usually set a appointment twice a year with Julie. She is wonderful, patient, and knowledgeable. Love EWM
Review by Marr2 years ago
I have been with Everest for about five years. From top to bottom, the experience has been great. They met all my financial needs and continue to review my portfolio and make suggestions which assist in acquiring better retirement needs. I am glad that I chose them instead of sticking with my old company retirement plan.
Review by ScottMac2 years ago
Easy to talk to and discuss needs
Review by JohnZullo2 years ago
Always available to answer questions and to review my accounts. Very professional and friendly. Have been very happy with their recommendations. Would and have recommended to friends.
Review by Vrman Fals2 years ago
I'm extremely happy with the service
Review by Moune2 years ago
I was very impressed by everyone that I met there.
I was very happy with the way that I was helped in making the transition of my retirement money into a safe place.
Review by Agaryvette2 years ago
Quick conversion of funds, professional approach.
Review by Bafford2 years ago
I first heard "The Money Guys" on the radio early mornings while traveling to work. I was impressed with their explanations and offer to call, come in and sit down with them for a better understanding. I was considering early retirement and wanted to begin to make certain I was on the right investment path for my 401 K as well as the pension benefit I would receive. I wanted some safety net to make sure I had plans in place for a safe and strong future. The Stock Market is reckless at times but I had done fairly well. I have been part of Everest now for over 6 years and can truthfully say that I sleep well at night! I have an account director that I speak to whenever I want. I visit whenever I want. They have even come to my home when I was unable to make it to the office! We review investments yearly and also if I just need a refresher to update my thought process. I was recently contacted about an opportunity that came about after an offline review of my accounts. An opportunity that is going to allow me to see comfortable growth along with tax incentives. I started out just asking "what if?" and then retired 3 years ago based on my confidence and trust in Everest Wealth Management, their products, advice, individual attention and continuous support no matter how many questions I have. They work hard to provide a friendly, professional and thorough team that keeps the spotlight on the customer. We have been on several outings , enjoying stadium events and mingling with other satisfied EWM members. Give them a call...you won't be sorry.
Review by Costanzinator2 years ago
Review by Romeca Zikes2 years ago
I have had an account with Everest Wealth now for about 5 years and never had a review or asked about meeting with anyone to discuss our policy. I think they have grown so much they have lost touch with their customers.
Review by Kántor2 years ago
Pros. For a person like myself, they took their time to listen, explain, and followed up.
Resonded to any call, or request, within hrs. Or less.
Review by Yilia Tserng2 years ago
Constantly hear commercials,"are you happy with your broker, wave your fees,etc"have not heard from anybody there in close to 2 years. only reason my money is still there is because the 3% i made last year is still better than bank interest. quit recommending them to friends a long time ago.
Review by Neos2 years ago
We went to Everest specifically looking for an annuity and have been very pleased with what they had to offer and its performance.
Review by NIOFormulaE Derrow2 years ago
These folks go out of there way to answer, explain, example, and show u results of any situation that can and will occur with your account. And they will provide u with options.
Review by Turosik2 years ago
I am happy with Everest. Hope my positions continue to improve.
Review by Crehil Jagad2 years ago
EWM helped to make my financial retirement decisions work for me. Two annuities, one that pays in the beginning of the month, and another in the middle of the month, make it simple to budget my ongoing expenses. I will be retiring at the end of this month, and I have confidence that with the advice given to me by Everest, my retirement will be a happy one.
Review by Gweno2 years ago
When we first met with them it did not take long to make my decision to have Everest handle my retirement
Review by Bafford Westi3 years ago
I like the fact that Everest invites the customer to examine their work and review their account any time they wish. They communicate thru e-mail and on the phone and have an open door policy about visiting their office. They have been great to work with thus far.
Review by Wini Stonell3 years ago
very satisfied with the service provided.
Review by Ottmar Derrow3 years ago
I called and visited the firm spoked with Mike we went over my plans and I was calling Mike to.make sure my credit union was making the transaction was done right. In the process I had to call the office for help Mike was busy Travis called me and answered my. Question s .they were right on top of the of the problem. So far I have had great service and
They have been right on top of my plans.10+ rating.
Review by Jeckyl3 years ago
We have always been happy with Everest but as the years have passed we are starting to get the feeling of big company spread too thin culture. Not unhappy just not as happy as years ago.
Review by WeiChin3 years ago
Was told I could not contribute to my account but the person didn't know that indeed I could!
Review by Raichhetri3 years ago
Everest Wealth Management is an excellent option when I was trying to decide what to do with my retirement from the government. I give them a 5 star rating for quality and for their knowledge of the financial market.
Review by CustomePaul Tarantik3 years ago
Outstanding and professional service from Mike and the team at Everest. I feel as though my money was invested for my future needs and not just a sales pitch.I would recommend Everest to any one who needs help investing there money. Thanks Everest
Review by RaMeshia3 years ago
Honest and straight forward advice to assist in our retirement planning was a welcome relief.