Everest Wealth ManagementReviews of everestwm.com

After hearing their TV and radio ads for years, I finally decided to make an appointment. All of the team members that I met were friendly and knowledgeable. I met with Mike DiPaula and discussed my retirement needs and goals. Mike presented the pros and cons of the investment plans that EWM offers, and answered all of my questions directly and honestly. There was no sales pressure to make a decision that day, but I did. The EWM team does reach out to stay in touch with its clients, so that you don't feel like just another customer, and these days that personal attention is rare.

Our first yearly follow up review with Everest Wealth Mangement exceeded our expectation. Sarah was very thorough closing any gaps, knowledgable in the investments and was experienced in explaining the complexity of investment at our level. The front office staff were amazing, personalable and kind. It is great to find a business with great customer service skills! Excellent job Everest Team!

We have been with Everest Wealth Management since late 2007 and have never felt better about trusting our retirement savings to such a great company. They have come through on all of their promises to us. I have been in the customer service business through both of my careers and am passionate about good customer service. Everest has lived up to and far exceeded my expectations. with their professional staff. I highly recommend them.

I signed up with EWM in December after having all of my questions regarding retirement plan options answered. I am in it for the long run and am confident that I made the right choice.

Everest provides plans that are perfect for clients that are in their 50's and above who can no longer afford to wait out the dips in the stock market. The returns you can accumulate on their investments are much better than any plan I know of, especially when you do not lose any of the gains when the stock market goes down. Their service is always outstanding!! They are always ready to discuss different options for your investments and "immediately" address any questions or concerns that you may have.

Mike DiPaula spent a lot of time and effort and exhibited a sincere interest in helping me choose the best financial products for my particular situation. He thoroughly reviewed my current investments, expenses, and lifestyle prior to providing me with the guidance I wanted and needed to ensure my living comfortably during retirement. He is a true professional, as are the other members of the Everest team I regularly interact with, including Danielle, Julie, and Taylor, among others. I definitely recommend this company.

WORKED WITH TAYLOR & JULIE LONG & WAS PLEASED BY THE ATTN. I REC'D. BOTH WERE VERY PROFESSIONAL, HANDLED THE TRANSFER OF FUNDS & PROGRAM REVIEW IN A FINE MANNER.

I wanted to move my 401K to a new plan. Everest helped me decide where I should put my money. They explained every step in detail in terms that I could understand. Not knowing about the process or what would be best for me, I was informed down to the smallest detail and I am very comfortable with the choices made. I trust Everest explicitly with my money and look forward to a long relationship with them.