Bruce & Patricia
GBTime Well Spent! The review of our three Plans took just about an hour as planned. We asked many detailed questions and Julie was able to "field" them all with keen insight and very clear explanations. We left much better informed on our plans and how they work, as well as pluses and minuses of each plan and their features We now feel much better prepared to engage in quality decisions regarding each Plan in the years ahead! Overall, a very positive experience!
Chester
GBEWM 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.
Raymond
GBEfficient, diligent, and professional I have been involved with Everest since I retired and they have always explained things in an understanding way. Everyone is professional and probably the most cordial I have ever dealt with. The most important aspect for me is that EWM is always involved with their clients, whether by phone, email, newsletters, or functions. They don't forget about you!
Sandra Duran
DEwestinghousef.com Unproffessional and made me loose a lot fo money this is terrible. Thankfully the subject helped so much you should check them out.
Jerry Dayton
GBRetirement 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.