Cindy
GBMisinformed at last visit. Was told I could not contribute to my account but the person didn't know that indeed I could!
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
Not happy
GBEverest Opinion We have always been happy with Everest but as the years have passed we are starting to get the feeling of big company spread too thin culture. Not unhappy just not as happy as years ago.
Linda Brant
GBA customer for only one year My financial advisor stays in touch through out my growing process. Looking forward to future investments as they become available to me to move and working with Everest Wealth Management