Everest Wealth Management Reviews | Read Customer Reviews of everestwm.com

Everest Wealth Management Reviews | Read Customer Reviews of everestwm.com

Everest Wealth Management reviews

90 approved reviews, newest moderated first

Stan
Mar 15, 2017
Everest Wealth Management team
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.
Response from Everest Wealth ManagementMar 15, 2017
Stan, Thank you for your feedback! We, at Everest, also enjoy working with you, and are honored you picked us over other companies that had your attention in the past. Your loyalty and trust is very much appreciated, and we hope to continue to meet all your needs in the many years to come!
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Les
Nov 14, 2016
Everest Wealth Management is helpful and keeps in touch with their clients.
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.
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Michael
Nov 13, 2016
Not happy at all.
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.
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Cindy
Nov 12, 2016
Misinformed at last visit.
Was told I could not contribute to my account but the person didn't know that indeed I could!
Response from Everest Wealth ManagementFeb 28, 2017
Cindy, I am sorry to hear of your experience. This type of feedback let's us know how to guide our employees in their responses to better serve our clients. Thank you for letting us know. For tax related questions we always urge you to contact your tax professional. John Anthony - Branch Manager
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Not H.
Nov 11, 2016
Everest Opinion
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.
Response from Everest Wealth ManagementJan 16, 2017
Thank you for your honest feedback and comments. We certainly don’t want any of our clients to feel as you described, we are a family run regional firm who prides ourselves on service. It sounds as if we have fallen short of your expectations, and that isn’t ok. Please email me at [email protected] or call me at 410-383-7378 so we can address this. We appreciate feedback from our clients, positive or negative, as it helps us know how we can service our clients better as we grow.
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Will & M.
Nov 10, 2016
Excellent
They are soo great they really care about their customers
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Todd
Nov 9, 2016
Todd Taylor
Felt confident with my decision to invest with Everest Wealth Management.
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Robert S.
Nov 9, 2016
Thanks to the Everest team
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
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