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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Insurance · Columbia, Maryland
Excellent
Insurance · Baltimore, Maryland
Excellent
Insurance · Pikesville, Maryland
New
Insurance · Hunt Valley, Maryland
Average
90 approved reviews, newest moderated first
Mike & R.
I like the fact that Everest invites the customer to examine their work and review their account any time they wish. They communicate thru e-mail and on the phone and have an open door policy about visiting their office. They have been great to work with thus far.
Craig & S.
I have had an account with Everest Wealth now for about 5 years and never had a review or asked about meeting with anyone to discuss our policy. I think they have grown so much they have lost touch with their customers.
Response from Everest Wealth ManagementFeb 28, 2017
Craig & Susan, I have left you a couple of messages and at this point I am worried we do not have the proper phone number for you. I saw your recent review on Trustpilot and I was quite disturbed to see that we may have dropped the ball. After reviewing the history I can see that we have reached out every year about your anniversary of your annuity contract and other times as well and we haven’t received a single call back. As I said I am concerned we have the wrong information. Please call me so we can help make this right for you. John Anthony 410-383-7378
John & D.
Honest and straight forward advice to assist in our retirement planning was a welcome relief.
Chuck And S.
Always satisfied
John & B.
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.
Terry
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.
Rick
When we first met with them it did not take long to make my decision to have Everest handle my retirement
Charlie
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.