Everest Wealth Management Reviews 91

The review of our three Plans took just about an hour as planned. We asked many detailed questions and Julie was able to "field" them all with keen insight and very clear explanations. We left much better informed on our plans and how they work, as well as pluses and minuses of each plan and their features We now feel much better prepared to engage in quality decisions regarding each Plan in the years ahead!

Overall, a very positive experience!

My husband and I have been members of this organization for many years and not only have we been guided into a successful retirement, but we feel that they have always had our best interest at heart. The whole team has participated in advising us on different events along the way and we always walk away with a feeling that every effort has been taken to answer our questions and guide us to the best conclusion. We would definitely recommend Everest Wealth Management for optimum retirement planning.

I invested in an annuity in February of last year and have been very satisfied, actually happy, about it's performance. All my expectations have been met and exceeded.
Additionally, the customer service is exemplary, better than any other company's I've been involved with. Julie Long is the person responsible for that level of service. She is responsive and considerate to all customers.
Furthermore, Everest continues to take care of their customers through their VIP Program. It is truly outstanding. Thank you.

My wife and I have been clients of Everest Wealth Management since 2012. In that time we have been pleased with the staff. Phil has assembled a professional group of knowledgeable & cooperative employees. We are very pleased with the programs we subscribed to and look forward to a safe retirement.

I've been working with the team at Everest Wealth Management for about four years now. I perfectly comfortable with the investment products they recommended to me, and have frequent communication from the staff to answer any questions or concerns I may have relative to my account.

I highly recommend EWM!!

REAL GOOD RELIABLE COMPANY THAT CAN BACK UP THIER WORDS FOR INVESTMENT STRATAGIES THAT WORKS AND PAYES OFF.

I have never been treated in such a personal, professional and caring manner by any organization - ever.
They took all of the fear and uncertainty out of retirement and made it a very easy and enjoyable ride.
I could not be any more pleased with an organization.
Especially Julie Quinn who has been there for all of our questions and advice, And with a smile.

First class company.

Having worked for the Federal Government, U.S. Military and in the private sector for over 36 years, Joyce and I were fortunate enough to build what I called a "hodge podge" retirement portfolio. Over the years, we saved and invested our money in a convoluted and unorganized array of annuities, mutual funds, bonds, insurance, stocks, IRA's, cash, etc. Not a bad thing, but it all lacked organization and strategy. Most options were pursued based on whims and amateur advice. A year out from retirement, I called on Everest to help me understand what all we had and to explain options that could help us consolidate and take advantage of some of today's insurance and investment programs. With their expertise, knowledge and resources, we were able to reorganize, take advantage of new options and build a portfolio tailored to fit what we think is best for our long term financial needs. Most importantly for us, we now have clarity and understanding of our assets and their management.

For the Everest team; I could go on forever describing their professionalism, courtesy, and personal no-nonsense approach to doing business. Thank you Mike, Brittney and Taylor for making us feel our "financial peace of mind" is your number one priority!

Chris and Joyce

Thought I'd be making more, but can't really blame that on EWM. I am, however, a bit disappointed that there hasn't been the ongoing {at least monthly} objective discussions. Communication is much less frequent than I was informed it would be. As a result, I still wonder whether I should move some of my money elsewhere (out of Curian, etc.) Can't really tell if my Allianz FIA/Insurance Policy is making the minimum promised. Appears so. Simply too much info to digest as a layman (non-financial guy).

Having done what I consider due diligence some three years ago we decided to utilize EWM. Until recently we have been confident with our relationship with EWM. We were a bit rattled when EWM came under scrutiny by the Maryland AG.
To my knowledge no irregularities have come to surface to date. As a result I continue to have confidence in EWM business practices.

I have utmost trust in Everest Management handling my futures money. The staff have advised me and everything has been moving along according to the plan.

The account is reviewed annually. I get frequent calls about the account especially when investments are not doing well in certain area and receive suggestions as to what changes need to be made. I have had money with other investment companies and I always had to contact them about my account and ask for changes. I believe my account is now being monitored and managed constantly.

Even though my needs were unique and different than other clients, that did not make a difference in how they were met. They cared enough to consider my personal circumstances and advise the best possible solution and directions in accomplishing it. Always had the answers to my questions and provided excellent service in getting things accomplished for me. Very professional but also friendly.

Everest Wealth Management has been an excellent investment. They provide up to date information on a timely basis. They maintain contact with their clients and always ask if there are any concerns and/or questions. They are very easy to deal with and very responsive.

We have received honest and intelligent service. Everest has done everything they said they would do and more. We are very pleased.

Gerard and Maria

I would recommend everest wealth to everyone thinking of retiring.

I have been involved with Everest since I retired and they have always explained things in an understanding way. Everyone is professional and probably the most cordial I have ever dealt with. The most important aspect for me is that EWM is always involved with their clients, whether by phone, email, newsletters, or functions. They don't forget about you!

Julie Long is very professional and always available to answer questions. I enjoy our conversations and she is always pleasant and kind. Julie goes out of her way to take the time to explain products and how they will benefit my growth and retirement years. She is an asset to your company and I enjoy working with her.

My husband and I made a switch to Everest Wealth a couple years ago and we could not be happier. The service and attention that we receive at Everest Wealth has been better than any other company we have dealt with in the past.

Every.one in this organization is very professional and knowledgible. I appreciate all the assistances and advise given. I am planning to transfer other personal accounts to this company because of the performance of the people I have worked with over this past year. Taylor has alway provide assistance when need and I do appreicate all of his help