Everest Wealth Management Reviews 91

Going into my meeting with Sarah we were not sure what to expect. She asked questions to get a feel for what we envisioned for retirement and then discussed areas for improvement in my investment portfolio. Sarah was very courteous and professional. We left with a rejuvenated sense of confidence that we will reach our goal of retiring comfortably.

I have been a client with Everest Wealth Management for over a year and I am thoroughly impressed with the level of personal service and professionalism that I receive from the entire team. Specifically, Sarah Flora is truly an asset to Everest's team as my Financial Representative. She and her team are consistently proactive and are always bringing new options in terms of retirement funds that I have not seen with any other financial institution. I highly recommend Phil Rousseaux and his entire team at Everest to help support your financial needs!

We have been clients with Everest Wealth Management almost from there beginning when Phil came to our home to talk to us. I've had dealings with everyone on there staff, always nice, always friendly, and I can count on getting answers for whatever questions I have. If I call, They always get back to me. I know that if they don't have an answer right a way they will find out and let me know and that means until I understand. They have always been kind to us and never gave us any bad information. Never had any problems with them period.

When we made an appointment with Everest Wealth Management, we had heard and read a lot of very interesting and great ideas for our retirement. So, we made a appointment and went in to talk to them. We left there feeling so good about the decision we had just made. Any questions you have, will be answered in full. I have complete faith in Everest Wealth Management. Couldn't be happier!

Julie called just to check if I had any questions/concerns about my statement and I did not. This is an organization that deserves my highest recommendation.

The staff at Everest Wealth Management was very knowledgeable of the products that they present to me. The level of confidence exuded by them made me feel like could trust them. I appreciate the patients they displayed with me while answering a barrage of questions that I presented to them. I feel comfortable knowing that they have a very diligent staff that really understand the services that they provide. I have and will continue to refer their services to my friends

I have dealt with various members of the Everest Team over the past 5+ years and all have worked hard and professionally in assisting us with developing and implementing our retirement plan. They put their clients needs first to insure complete satisfaction.

In just a few words, the experience we have with Everest Wealth Management has been awesome. They are knowledgeable, helpful and go to great lengths to make sure you understand them as a company and their product. They respond quickly to provide answers quickly and accurately and the staff seem always interested in helping. I would highly recommend this company to anyone interested in their services.

While the television show first caught my attention to Everest Wealth Management, it is the personal level of service that resulted in my commitment. I understood the product offerings clearly, made appropriate decisions for my investment strategy, and find their continued engagement refreshing. My previous brokerage firm did none of the above. I now feel more confident about the achievement of my goals. Thanks, Everest.

My financial advisor stays in touch through out my growing process. Looking forward to future investments as they become available to me to move and working with Everest Wealth Management

After hearing their TV and radio ads for years, I finally decided to make an appointment. All of the team members that I met were friendly and knowledgeable. I met with Mike DiPaula and discussed my retirement needs and goals. Mike presented the pros and cons of the investment plans that EWM offers, and answered all of my questions directly and honestly. There was no sales pressure to make a decision that day, but I did. The EWM team does reach out to stay in touch with its clients, so that you don't feel like just another customer, and these days that personal attention is rare.

Our first yearly follow up review with Everest Wealth Mangement exceeded our expectation. Sarah was very thorough closing any gaps, knowledgable in the investments and was experienced in explaining the complexity of investment at our level. The front office staff were amazing, personalable and kind. It is great to find a business with great customer service skills! Excellent job Everest Team!

We have been with Everest Wealth Management since late 2007 and have never felt better about trusting our retirement savings to such a great company. They have come through on all of their promises to us. I have been in the customer service business through both of my careers and am passionate about good customer service. Everest has lived up to and far exceeded my expectations. with their professional staff. I highly recommend them.

I signed up with EWM in December after having all of my questions regarding retirement plan options answered. I am in it for the long run and am confident that I made the right choice.

Everest provides plans that are perfect for clients that are in their 50's and above who can no longer afford to wait out the dips in the stock market. The returns you can accumulate on their investments are much better than any plan I know of, especially when you do not lose any of the gains when the stock market goes down. Their service is always outstanding!! They are always ready to discuss different options for your investments and
"immediately" address any questions or concerns that you may have.

Mike DiPaula spent a lot of time and effort and exhibited a sincere interest in helping me choose the best financial products for my particular situation. He thoroughly reviewed my current investments, expenses, and lifestyle prior to providing me with the guidance I wanted and needed to ensure my living comfortably during retirement. He is a true professional, as are the other members of the Everest team I regularly interact with, including Danielle, Julie, and Taylor, among others. I definitely recommend this company.

Dealing with Mike and Julie has been a pleasure. They do the utmost to satisfy our needs.

WORKED WITH TAYLOR & JULIE LONG & WAS PLEASED BY THE ATTN. I REC'D. BOTH WERE VERY PROFESSIONAL, HANDLED THE TRANSFER OF FUNDS & PROGRAM REVIEW IN A FINE MANNER.

I wanted to move my 401K to a new plan. Everest helped me decide where I should put my money. They explained every step in detail in terms that I could understand. Not knowing about the process or what would be best for me, I was informed down to the smallest detail and I am very comfortable with the choices made. I trust Everest explicitly with my money and look forward to a long relationship with them.

After so many years of working, is it finally time to retire? And spend time doing what we want to do? But do we have the correct financial investments? Do we really have enough money to retire now? Or should we retire later?
These questions have been a frequent discussion at our house, so we made an appointment at Everest Wealth Management, and it was time well spent. Mike Dipaula reviewed our investments, expenses, life style and gave us the the guidance to make sure we were on the right track to retire at our comfort level.
After our meeting, we felt like another satisfied "baby boomer" waiting to live the dream! Retirement!!! It is finally within reach and we "thank" the advisors at Everest Wealth Management for helping us achieve that GOAL!