I'm satisfied, but that's about it. No friction or complaints though 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).

Retirement planning Good advice when planning for retirement. They will assist with referrals for other retirement planning such as estate planning, travel etc. Great people to work with.

Time 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!

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.

EWM 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.