Everest Wealth ManagementReviews of everestwm.com

Dealing with Mike and Julie has been a pleasure. They do the utmost to satisfy our needs.

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.

After so many years of working, is it finally time to retire? And spend time doing what we want to do? But do we have the correct financial investments? Do we really have enough money to retire now? Or should we retire later? These questions have been a frequent discussion at our house, so we made an appointment at Everest Wealth Management, and it was time well spent. Mike Dipaula reviewed our investments, expenses, life style and gave us the the guidance to make sure we were on the right track to retire at our comfort level. After our meeting, we felt like another satisfied "baby boomer" waiting to live the dream! Retirement!!! It is finally within reach and we "thank" the advisors at Everest Wealth Management for helping us achieve that GOAL!

The review of our three Plans took just about an hour as planned. We asked many detailed questions and Julie was able to "field" them all with keen insight and very clear explanations. We left much better informed on our plans and how they work, as well as pluses and minuses of each plan and their features We now feel much better prepared to engage in quality decisions regarding each Plan in the years ahead! Overall, a very positive experience!

My husband and I have been members of this organization for many years and not only have we been guided into a successful retirement, but we feel that they have always had our best interest at heart. The whole team has participated in advising us on different events along the way and we always walk away with a feeling that every effort has been taken to answer our questions and guide us to the best conclusion. We would definitely recommend Everest Wealth Management for optimum retirement planning.

I invested in an annuity in February of last year and have been very satisfied, actually happy, about it's performance. All my expectations have been met and exceeded. Additionally, the customer service is exemplary, better than any other company's I've been involved with. Julie Long is the person responsible for that level of service. She is responsive and considerate to all customers. Furthermore, Everest continues to take care of their customers through their VIP Program. It is truly outstanding. Thank you.

My wife and I have been clients of Everest Wealth Management since 2012. In that time we have been pleased with the staff. Phil has assembled a professional group of knowledgeable & cooperative employees. We are very pleased with the programs we subscribed to and look forward to a safe retirement.