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
Scott
Sarah Flora is my representative and she made this experience excellent. Sarah increased my knowledge of my retirement options. My experience with Everest through this process has been excellent. I met with Julie Long the Director of Client Relations and was impressed with her as well. I would recommend Everest just on their customer service alone. In closing I can not even begin to express how easy Sarah made this process.
Claire S.
I am very pleased with the service and recommendations from our adviser at Everest Wealth Management. A custom plan was developed for myself and my husband that was specifically tailored to our goals and needs.
Jerry D.
I went to Everest Wealth Management because I had some friends that were very pleased with them. They treated me graciously when I arrived, made me feel right at home and that I was somebody important. Mike DiPaulia was very informative about their programs, and there was no pressure to sign anything, they just let you know what they offered and you have plenty of time to decide. I highly recommend this team and am anxious to work with them to my retirement and there after. Wonderful experience during a emotional time.
D W.
I have been watching Everest's Show for years and finally made the call after checking on their history, and for complaints. I could not find one derogatory remark on their behalf. I called and Phil Rousseaux himself came out and talked to us about the company. We decided Everest Wealth Management was the team we wanted to entrust our retirement to. They are thorough, extremely knowledgeable, and their customer service is impeccable. We are extremely Satisfied since we have been with Everest, and we will be with them long after we retire. Thanks to the entire Team for giving us peace of mind.
Don
Everyone at Everest is eager and willing to help and answer any questions you might have.they make it easy to understand your plan and how it works.
Ellen G.
The knowledge and expertise in the area of retirement planning has put my mind at ease.
David
My wife and I have been with Everest for 21/2 years and from the first phone call and up the to present time they all have been great, We put our total trust in the company. We highly recommend Everest for all Investors,
Ken
I am a client with Everest. They have been very nice, Very professional in our dealings. I cant wait to advance our relationship. Really god people