Ability of you company to make logical decisions I saw the opinion about from your rep made about about the sale of tobacco and liquor this morning on TV on Die Groot Ontbyt. He made the most ridiculous statement about increasing sin tax if "you must smoke or drink", which shows he does not understand the stupidity of the ruling. Does not say much for your logic and ability to make proper decisions. Will definitely not trust you with my money!

Great 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.

Not 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.

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).

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.