Misinformed at last visit. Was told I could not contribute to my account but the person didn't know that indeed I could!

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.

Retirement 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.

NO COMMUNICATION I have had an account with Everest Wealth now for about 5 years and never had a review or asked about meeting with anyone to discuss our policy. I think they have grown so much they have lost touch with their customers.

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.