Everest Wealth Management Reviews 91

Good advice when planning for retirement. They will assist with referrals for other retirement planning such as estate planning, travel etc. Great people to work with.

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.

When we first met with them it did not take long to make my decision to have Everest handle my retirement

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.

very satisfied with the service provided.

We went to Everest specifically looking for an annuity and have been very pleased with what they had to offer and its performance.

The employees are very genuine and honest individuals with no reservations of being transparent.

I am happy with Everest. Hope my positions continue to improve.

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.

I'm extremely happy with the service

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.

The team at Everest Wealth Managment are professional and not ashamed to show the pros/cons of each product. Sarah was patient and thorough in fielding our questions. Thank you, Everest!

Sarah Flora is my representative and she made this experience excellent. Sarah increased my knowledge of my retirement options. My experience with Everest through this process has been excellent. I met with Julie Long the Director of Client Relations and was impressed with her as well. I would recommend Everest just on their customer service alone. In closing I can not even begin to express how easy Sarah made this process.

I am very pleased with the service and recommendations from our adviser at Everest Wealth Management. A custom plan was developed for myself and my husband that was specifically tailored to our goals and needs.

I went to Everest Wealth Management because I had some friends that were very pleased with them. They treated me graciously when I arrived, made me feel right at home and that I was somebody important. Mike DiPaulia was very informative about their programs, and there was no pressure to sign anything, they just let you know what they offered and you have plenty of time to decide. I highly recommend this team and am anxious to work with them to my retirement and there after. Wonderful experience during a emotional time.

I have been watching Everest's Show for years and finally made the call after checking on their history, and for complaints. I could not find one derogatory remark on their behalf. I called and Phil Rousseaux himself came out and talked to us about the company. We decided Everest Wealth Management was the team we wanted to entrust our retirement to. They are thorough, extremely knowledgeable, and their customer service is impeccable.

We are extremely Satisfied since we have been with Everest, and we will be with them long after we retire. Thanks to the entire Team for giving us peace of mind.

Everyone at Everest is eager and willing to help and answer any questions you might have.they make it easy to understand your plan and how it works.

The knowledge and expertise in the area of retirement planning has put my mind at ease.

My wife and I have been with Everest for 21/2 years and from the first phone call and up the to present time they all have been great, We put our total trust in the company. We highly recommend Everest for all Investors,

I am a client with Everest. They have been very nice, Very professional in our dealings. I cant wait to advance our relationship. Really god people