Efficient, diligent, and professional I have been involved with Everest since I retired and they have always explained things in an understanding way. Everyone is professional and probably the most cordial I have ever dealt with. The most important aspect for me is that EWM is always involved with their clients, whether by phone, email, newsletters, or functions. They don't forget about you!

The plans and service provided by Everest Wealth Management are truly fantastic!! Everest provides plans that are perfect for clients that are in their 50's and above who can no longer afford to wait out the dips in the stock market. The returns you can accumulate on their investments are much better than any plan I know of, especially when you do not lose any of the gains when the stock market goes down. Their service is always outstanding!! They are always ready to discuss different options for your investments and "immediately" address any questions or concerns that you may have.

A 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.

In 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.

Never had a problem with them We have been clients with Everest Wealth Management almost from there beginning when Phil came to our home to talk to us. I've had dealings with everyone on there staff, always nice, always friendly, and I can count on getting answers for whatever questions I have. If I call, They always get back to me. I know that if they don't have an answer right a way they will find out and let me know and that means until I understand. They have always been kind to us and never gave us any bad information. Never had any problems with them period.