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.

Very 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

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.

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.