Russ and Patricia
GBIn the short time we've been a client, the Everest team has been both professional and personal with us. Dealing with Mike and Julie has been a pleasure. They do the utmost to satisfy our needs.
Chester
GBEWM Team treats you like a client, not a customer. After hearing their TV and radio ads for years, I finally decided to make an appointment. All of the team members that I met were friendly and knowledgeable. I met with Mike DiPaula and discussed my retirement needs and goals. Mike presented the pros and cons of the investment plans that EWM offers, and answered all of my questions directly and honestly. There was no sales pressure to make a decision that day, but I did. The EWM team does reach out to stay in touch with its clients, so that you don't feel like just another customer, and these days that personal attention is rare.
Sandra Duran
DEwestinghousef.com Unproffessional and made me loose a lot fo money this is terrible. Thankfully the subject helped so much you should check them out.
Not happy
GBEverest Opinion We have always been happy with Everest but as the years have passed we are starting to get the feeling of big company spread too thin culture. Not unhappy just not as happy as years ago.
Mickey & Darlene North Fort Myers, Florida
GBA great company that provides outstanding service We have had investments with Everest Wealth Management since their beginning. Our retirement nest eggs continue to grow "As Promised". We could not have made a better choice for our investments. We have moved IRAs from Vanguard and Zacks to Everest Wealth Management and are completely satisified with their performance to date.