Jerry Dayton
GBRetirement Party I went to Everest Wealth Management because I had some friends that were very pleased with them. They treated me graciously when I arrived, made me feel right at home and that I was somebody important. Mike DiPaulia was very informative about their programs, and there was no pressure to sign anything, they just let you know what they offered and you have plenty of time to decide. I highly recommend this team and am anxious to work with them to my retirement and there after. Wonderful experience during a emotional time.
Bruce & Patricia
GBTime Well Spent! The review of our three Plans took just about an hour as planned. We asked many detailed questions and Julie was able to "field" them all with keen insight and very clear explanations. We left much better informed on our plans and how they work, as well as pluses and minuses of each plan and their features We now feel much better prepared to engage in quality decisions regarding each Plan in the years ahead! Overall, a very positive experience!
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.
Frederick & Susan
GBFirst-time comment 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.
Rick
GBVery good people with good knowledge of there business When we first met with them it did not take long to make my decision to have Everest handle my retirement