Everest Wealth ManagementEverest Wealth Management specializes in protecting your money and income in retirement. Whether you have a retirement nest egg of five million or $250,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you are typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money. You do not want to run the risk of diminishing your lifestyle during your leisure years. We have helped hundreds of individuals and households enjoy retirement knowing that their money is ready for them when they need it.
Everest Wealth Management (everestwm.com) has 90 customer reviews on Five Star Index, with an average rating of 4.7 out of 5.
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90 approved reviews, newest moderated first
Joseph
Excellent Service. They say what they mean. Never have I come across such a professional financial management team. I wish them success so they take care of hardworking people like me who are planning to enjoy a steady and comfortable retirement.
Mickey & Darlene North Fort Myers, F.
We have had investments with Everest Wealth Management since their beginning. Our retirement nest eggs continue to grow "As Promised". We could not have made a better choice for our investments. We have moved IRAs from Vanguard and Zacks to Everest Wealth Management and are completely satisified with their performance to date.
Michael & D.
After I have left my company, I didn't know what to do with my 401K and other monies I had put away. One of my friends told me about EWM and I made an appointment with Phil. Had a discussion with Phil, reviewed some options and than joined the EWM team. I have been more than happy with my move to EWM (since 2008) and the staff at EWM is absolutely great.....
Domenick and E.
We have been with Everest Wealth Management for over 7 years and we have been treated with respect. The investment advice we have received has been sound and what we were looking for in order to preserve our finances for our retirement. Any changes that were made were discussed with us in advance.
Philip & S.
This Company has truly helped us financially and given us great returns on our money . Highly recommended . Higher than the mountain called Everest for service and loyalty
Everett & D.
We are glad that we put our retirement monies in place with Everest. We feel like we will have a safe and secure future in our retirement years. We have referred many clients to Everest Wealth and they have been more than pleased. We continue to refer people and think very highly of Everest.
RJP
I started pondering the idea of securing an annuity last year prior to turning 62 after watching Everest on TV prior to watching my football game. After a few days of thinking, I decided to set up a meeting to discuss further and get my questions answered. Everest was very responsive to my needs as well as being very flexible in order to meet my schedule. Mike came to my home, sat down with me, listened to my situation, answered all my questions as honestly as could be and strategized some scenarios best suited for my financial goals. It turned out I just wasn't ready and it was not until just about 1 year later I called Everest again to revisit my financial goals. Once again, Everest spent all the time necessary for me to make my decision. I couldn't be happier. It became quite apparent that an annuity was a perfect way to supplement my income for the future. The follow-up by Everest is outstanding...something not so common these days.
Eileen
From the first time I opened my account and through the following months, I always felt that the staff from Everest were looking out for my best interests, and not trying to fit me into a pre-determined plan.