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).

First-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.

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.

Efficient, 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!

A great company that provides outstanding service We have had investments with Everest Wealth Management since their beginning. Our retirement nest eggs continue to grow "As Promised". We could not have made a better choice for our investments. We have moved IRAs from Vanguard and Zacks to Everest Wealth Management and are completely satisified with their performance to date.