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
Robert and J.
Going into my meeting with Sarah we were not sure what to expect. She asked questions to get a feel for what we envisioned for retirement and then discussed areas for improvement in my investment portfolio. Sarah was very courteous and professional. We left with a rejuvenated sense of confidence that we will reach our goal of retiring comfortably.
Dana K.
I have been a client with Everest Wealth Management for over a year and I am thoroughly impressed with the level of personal service and professionalism that I receive from the entire team. Specifically, Sarah Flora is truly an asset to Everest's team as my Financial Representative. She and her team are consistently proactive and are always bringing new options in terms of retirement funds that I have not seen with any other financial institution. I highly recommend Phil Rousseaux and his entire team at Everest to help support your financial needs!
Art and S.
We have been clients with Everest Wealth Management almost from there beginning when Phil came to our home to talk to us. I've had dealings with everyone on there staff, always nice, always friendly, and I can count on getting answers for whatever questions I have. If I call, They always get back to me. I know that if they don't have an answer right a way they will find out and let me know and that means until I understand. They have always been kind to us and never gave us any bad information. Never had any problems with them period.
Elaine
When we made an appointment with Everest Wealth Management, we had heard and read a lot of very interesting and great ideas for our retirement. So, we made a appointment and went in to talk to them. We left there feeling so good about the decision we had just made. Any questions you have, will be answered in full. I have complete faith in Everest Wealth Management. Couldn't be happier!
Mary J.
Julie called just to check if I had any questions/concerns about my statement and I did not. This is an organization that deserves my highest recommendation.
Willie
The staff at Everest Wealth Management was very knowledgeable of the products that they present to me. The level of confidence exuded by them made me feel like could trust them. I appreciate the patients they displayed with me while answering a barrage of questions that I presented to them. I feel comfortable knowing that they have a very diligent staff that really understand the services that they provide. I have and will continue to refer their services to my friends
Wayne and A.
I have dealt with various members of the Everest Team over the past 5+ years and all have worked hard and professionally in assisting us with developing and implementing our retirement plan. They put their clients needs first to insure complete satisfaction.
John N.
In just a few words, the experience we have with Everest Wealth Management has been awesome. They are knowledgeable, helpful and go to great lengths to make sure you understand them as a company and their product. They respond quickly to provide answers quickly and accurately and the staff seem always interested in helping. I would highly recommend this company to anyone interested in their services.