A 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

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.

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.

In the short time we've been a client, the Everest team has been both professional and personal with us. Dealing with Mike and Julie has been a pleasure. They do the utmost to satisfy our needs.

Time 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!