Everest Wealth ManagementReviews of everestwm.com

Having worked for the Federal Government, U.S. Military and in the private sector for over 36 years, Joyce and I were fortunate enough to build what I called a "hodge podge" retirement portfolio. Over the years, we saved and invested our money in a convoluted and unorganized array of annuities, mutual funds, bonds, insurance, stocks, IRA's, cash, etc. Not a bad thing, but it all lacked organization and strategy. Most options were pursued based on whims and amateur advice. A year out from retirement, I called on Everest to help me understand what all we had and to explain options that could help us consolidate and take advantage of some of today's insurance and investment programs. With their expertise, knowledge and resources, we were able to reorganize, take advantage of new options and build a portfolio tailored to fit what we think is best for our long term financial needs. Most importantly for us, we now have clarity and understanding of our assets and their management. For the Everest team; I could go on forever describing their professionalism, courtesy, and personal no-nonsense approach to doing business. Thank you Mike, Brittney and Taylor for making us feel our "financial peace of mind" is your number one priority! Chris and Joyce

Having done what I consider due diligence some three years ago we decided to utilize EWM. Until recently we have been confident with our relationship with EWM. We were a bit rattled when EWM came under scrutiny by the Maryland AG. To my knowledge no irregularities have come to surface to date. As a result I continue to have confidence in EWM business practices.

I have utmost trust in Everest Management handling my futures money. The staff have advised me and everything has been moving along according to the plan.

The account is reviewed annually. I get frequent calls about the account especially when investments are not doing well in certain area and receive suggestions as to what changes need to be made. I have had money with other investment companies and I always had to contact them about my account and ask for changes. I believe my account is now being monitored and managed constantly.

Even though my needs were unique and different than other clients, that did not make a difference in how they were met. They cared enough to consider my personal circumstances and advise the best possible solution and directions in accomplishing it. Always had the answers to my questions and provided excellent service in getting things accomplished for me. Very professional but also friendly.

Everest Wealth Management has been an excellent investment. They provide up to date information on a timely basis. They maintain contact with their clients and always ask if there are any concerns and/or questions. They are very easy to deal with and very responsive.

We have received honest and intelligent service. Everest has done everything they said they would do and more. We are very pleased. Gerard and Maria

I would recommend everest wealth to everyone thinking of retiring.