Everest Wealth ManagementReviews of everestwm.com

I've been working with the team at Everest Wealth Management for about four years now. I perfectly comfortable with the investment products they recommended to me, and have frequent communication from the staff to answer any questions or concerns I may have relative to my account. I highly recommend EWM!!

REAL GOOD RELIABLE COMPANY THAT CAN BACK UP THIER WORDS FOR INVESTMENT STRATAGIES THAT WORKS AND PAYES OFF.

I have never been treated in such a personal, professional and caring manner by any organization - ever. They took all of the fear and uncertainty out of retirement and made it a very easy and enjoyable ride. I could not be any more pleased with an organization. Especially Julie Quinn who has been there for all of our questions and advice, And with a smile. First class company.

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

Thought I'd be making more, but can't really blame that on EWM. I am, however, a bit disappointed that there hasn't been the ongoing {at least monthly} objective discussions. Communication is much less frequent than I was informed it would be. As a result, I still wonder whether I should move some of my money elsewhere (out of Curian, etc.) Can't really tell if my Allianz FIA/Insurance Policy is making the minimum promised. Appears so. Simply too much info to digest as a layman (non-financial guy).

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.