Allan
GBGreat Choice! Everest Wealth Management has been an excellent investment. They provide up to date information on a timely basis. They maintain contact with their clients and always ask if there are any concerns and/or questions. They are very easy to deal with and very responsive.
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.
Michael
GBNot happy at all. Constantly hear commercials,"are you happy with your broker, wave your fees,etc"have not heard from anybody there in close to 2 years. only reason my money is still there is because the 3% i made last year is still better than bank interest. quit recommending them to friends a long time 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.
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.