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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Sheila R.
Everest Wealth Management has been a godsend to me. I have invested in conservative steady growth plans. I am now retired and have seen the benefits of my/ their plan for me. I love that they are local and have an open door policy to see them anytime during the fiscal year. I usually set a appointment twice a year with Julie. She is wonderful, patient, and knowledgeable. Love EWM
Kathleen
Always available to answer questions and to review my accounts. Very professional and friendly. Have been very happy with their recommendations. Would and have recommended to friends.
Helen
I first heard "The Money Guys" on the radio early mornings while traveling to work. I was impressed with their explanations and offer to call, come in and sit down with them for a better understanding. I was considering early retirement and wanted to begin to make certain I was on the right investment path for my 401 K as well as the pension benefit I would receive. I wanted some safety net to make sure I had plans in place for a safe and strong future. The Stock Market is reckless at times but I had done fairly well. I have been part of Everest now for over 6 years and can truthfully say that I sleep well at night! I have an account director that I speak to whenever I want. I visit whenever I want. They have even come to my home when I was unable to make it to the office! We review investments yearly and also if I just need a refresher to update my thought process. I was recently contacted about an opportunity that came about after an offline review of my accounts. An opportunity that is going to allow me to see comfortable growth along with tax incentives. I started out just asking "what if?" and then retired 3 years ago based on my confidence and trust in Everest Wealth Management, their products, advice, individual attention and continuous support no matter how many questions I have. They work hard to provide a friendly, professional and thorough team that keeps the spotlight on the customer. We have been on several outings , enjoying stadium events and mingling with other satisfied EWM members. Give them a call...you won't be sorry.
Response from Everest Wealth ManagementMar 29, 2017
Helen, Thank you for trusting us to be your go-to for financial management and advising. Your kind feedback means the world to us! We aim every day to make our clients feel like family, especially when we are handling something so important as their finances. And if that means making a trip to see you when you're unable to make it in, or promptly answering every question you call with, well, it's what we do. It's an extension of our Fiduciary Responsibility- putting your needs ahead of ours. We're appreciative to have had you as our client for so many years, and look forward to working for you and continuing to see the growth.
Jeff
Quick conversion of funds, professional approach.
Response from Everest Wealth ManagementMar 23, 2017
Jeff, Thank you so much for the feedback. It has been a pleasure getting to know you thus far! We look forward to working with you in the years to come.
Phillip
Easy to talk to and discuss needs
Response from Everest Wealth ManagementMar 20, 2017
Phillip, Thank you for your feedback! We strive to make you feel comfortable so that you're able to ask any questions you have without hesitation. Your needs are a top priority. We look forward to continuing our relationship with you!
Marc
I was very impressed by everyone that I met there. I was very happy with the way that I was helped in making the transition of my retirement money into a safe place.
Response from Everest Wealth ManagementMar 15, 2017
Marc, Building personal relationships with our clients is one of our top priorities at Everest. And we are excited to have you on board! You have worked hard for your money, and now it's our turn to work hard to protect it for you. We hope it was an easy transition, and insure uncompromising commitment to you and your retirement in the future.
Stan
I have been with Everest for about five years. From top to bottom, the experience has been great. They met all my financial needs and continue to review my portfolio and make suggestions which assist in acquiring better retirement needs. I am glad that I chose them instead of sticking with my old company retirement plan.
Response from Everest Wealth ManagementMar 15, 2017
Stan, Thank you for your feedback! We, at Everest, also enjoy working with you, and are honored you picked us over other companies that had your attention in the past. Your loyalty and trust is very much appreciated, and we hope to continue to meet all your needs in the many years to come!
Les
EWM helped to make my financial retirement decisions work for me. Two annuities, one that pays in the beginning of the month, and another in the middle of the month, make it simple to budget my ongoing expenses. I will be retiring at the end of this month, and I have confidence that with the advice given to me by Everest, my retirement will be a happy one.