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
John H.
While the television show first caught my attention to Everest Wealth Management, it is the personal level of service that resulted in my commitment. I understood the product offerings clearly, made appropriate decisions for my investment strategy, and find their continued engagement refreshing. My previous brokerage firm did none of the above. I now feel more confident about the achievement of my goals. Thanks, Everest.
Linda B.
My financial advisor stays in touch through out my growing process. Looking forward to future investments as they become available to me to move and working with Everest Wealth Management
Chester
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.
Barb & B.
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!
Penny and B.
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.
Ed
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.
Donald & J.
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.
David R, Ellicott City, M.
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.