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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Showing 3 reviews with 3 stars · Clear filters
Cindy
Was told I could not contribute to my account but the person didn't know that indeed I could!
Response from Everest Wealth ManagementFeb 28, 2017
Cindy, I am sorry to hear of your experience. This type of feedback let's us know how to guide our employees in their responses to better serve our clients. Thank you for letting us know. For tax related questions we always urge you to contact your tax professional. John Anthony - Branch Manager
Craig & S.
I have had an account with Everest Wealth now for about 5 years and never had a review or asked about meeting with anyone to discuss our policy. I think they have grown so much they have lost touch with their customers.
Response from Everest Wealth ManagementFeb 28, 2017
Craig & Susan, I have left you a couple of messages and at this point I am worried we do not have the proper phone number for you. I saw your recent review on Trustpilot and I was quite disturbed to see that we may have dropped the ball. After reviewing the history I can see that we have reached out every year about your anniversary of your annuity contract and other times as well and we haven’t received a single call back. As I said I am concerned we have the wrong information. Please call me so we can help make this right for you. John Anthony 410-383-7378
Don
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).