Everest Wealth Management Avis 

91
•
TrustScore 1 sur 5

1,2

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Noté 1 sur 5 étoiles

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... Voir plus

Noté 3 sur 5 étoiles

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 les... Voir plus

Noté 1 sur 5 étoiles

Wanted £75 PPI payment which we paid. Then they asked for another £181 on top of that as an emergency payment. No way! Scam. Avoid

Noté 1 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Agence d'assurance
  2. aussi dans
  3. Conseiller financier

Informations provenant de diverses sources externes

Everest Wealth Management specializes in protecting your money and income in retirement. Whether you have a retirement nest egg of five million or $250,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you are typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money. You do not want to run the risk of diminishing your lifestyle during your leisure years. We have helped hundreds of individuals and households enjoy retirement knowing that their money is ready for them when they need it.


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Mauvais

TrustScore 1 sur 5

91 avis

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 1 sur 5 étoiles

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!

6 août 2020
Avis spontané
Noté 5 sur 5 étoiles

Open Door Policy Any Time

Everest Wealth Management has been a godsend to me. I have invested in conservative steady growth plans. I am now retired and have seen the benefits of my/ their plan for me. I love that they are local and have an open door policy to see them anytime during the fiscal year. I usually set a appointment twice a year with Julie. She is wonderful, patient, and knowledgeable. Love EWM

6 octobre 2017
Avis spontané
Noté 5 sur 5 étoiles

Would recommend

Always available to answer questions and to review my accounts. Very professional and friendly. Have been very happy with their recommendations. Would and have recommended to friends.

1 avril 2017
Avis spontané
Noté 5 sur 5 étoiles

You deserve the best!

I first heard "The Money Guys" on the radio early mornings while traveling to work. I was impressed with their explanations and offer to call, come in and sit down with them for a better understanding. I was considering early retirement and wanted to begin to make certain I was on the right investment path for my 401 K as well as the pension benefit I would receive. I wanted some safety net to make sure I had plans in place for a safe and strong future. The Stock Market is reckless at times but I had done fairly well. I have been part of Everest now for over 6 years and can truthfully say that I sleep well at night! I have an account director that I speak to whenever I want. I visit whenever I want. They have even come to my home when I was unable to make it to the office! We review investments yearly and also if I just need a refresher to update my thought process. I was recently contacted about an opportunity that came about after an offline review of my accounts. An opportunity that is going to allow me to see comfortable growth along with tax incentives. I started out just asking "what if?" and then retired 3 years ago based on my confidence and trust in Everest Wealth Management, their products, advice, individual attention and continuous support no matter how many questions I have. They work hard to provide a friendly, professional and thorough team that keeps the spotlight on the customer. We have been on several outings , enjoying stadium events and mingling with other satisfied EWM members. Give them a call...you won't be sorry.

28 mars 2017
Avis spontané
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Réponse de Everest Wealth Management

Helen,

Thank you for trusting us to be your go-to for financial management and advising. Your kind feedback means the world to us! We aim every day to make our clients feel like family, especially when we are handling something so important as their finances. And if that means making a trip to see you when you're unable to make it in, or promptly answering every question you call with, well, it's what we do. It's an extension of our Fiduciary Responsibility- putting your needs ahead of ours. We're appreciative to have had you as our client for so many years, and look forward to working for you and continuing to see the growth.

Noté 5 sur 5 étoiles

review of Everest management

Quick conversion of funds, professional approach.

21 mars 2017
Avis spontané
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Réponse de Everest Wealth Management

Jeff,

Thank you so much for the feedback. It has been a pleasure getting to know you thus far! We look forward to working with you in the years to come.

Noté 5 sur 5 étoiles

Excellent experience

Easy to talk to and discuss needs

16 mars 2017
Avis spontané
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Réponse de Everest Wealth Management

Phillip,

Thank you for your feedback! We strive to make you feel comfortable so that you're able to ask any questions you have without hesitation. Your needs are a top priority. We look forward to continuing our relationship with you!

Noté 5 sur 5 étoiles

Very professional and friendly.

I was very impressed by everyone that I met there.

I was very happy with the way that I was helped in making the transition of my retirement money into a safe place.

15 mars 2017
Avis spontané
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Réponse de Everest Wealth Management

Marc,

Building personal relationships with our clients is one of our top priorities at Everest. And we are excited to have you on board! You have worked hard for your money, and now it's our turn to work hard to protect it for you. We hope it was an easy transition, and insure uncompromising commitment to you and your retirement in the future.

Noté 5 sur 5 étoiles

Everest Wealth Management team

I have been with Everest for about five years. From top to bottom, the experience has been great. They met all my financial needs and continue to review my portfolio and make suggestions which assist in acquiring better retirement needs. I am glad that I chose them instead of sticking with my old company retirement plan.

15 mars 2017
Avis spontané
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Réponse de Everest Wealth Management

Stan,

Thank you for your feedback! We, at Everest, also enjoy working with you, and are honored you picked us over other companies that had your attention in the past. Your loyalty and trust is very much appreciated, and we hope to continue to meet all your needs in the many years to come!

Noté 5 sur 5 étoiles

Everest Wealth Management is helpful and keeps in touch with their clients.

EWM helped to make my financial retirement decisions work for me. Two annuities, one that pays in the beginning of the month, and another in the middle of the month, make it simple to budget my ongoing expenses. I will be retiring at the end of this month, and I have confidence that with the advice given to me by Everest, my retirement will be a happy one.

14 novembre 2016
Avis spontané
Noté 1 sur 5 étoiles

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.

13 novembre 2016
Avis spontané
Noté 3 sur 5 étoiles

Misinformed at last visit.

Was told I could not contribute to my account but the person didn't know that indeed I could!

12 novembre 2016
Avis spontané
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Réponse de Everest Wealth Management

Cindy,

I am sorry to hear of your experience. This type of feedback let's us know how to guide our employees in their responses to better serve our clients. Thank you for letting us know. For tax related questions we always urge you to contact your tax professional.

John Anthony - Branch Manager

Noté 4 sur 5 étoiles

Everest Opinion

We have always been happy with Everest but as the years have passed we are starting to get the feeling of big company spread too thin culture. Not unhappy just not as happy as years ago.

11 novembre 2016
Avis spontané
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Réponse de Everest Wealth Management

Thank you for your honest feedback and comments. We certainly don’t want any of our clients to feel as you described, we are a family run regional firm who prides ourselves on service. It sounds as if we have fallen short of your expectations, and that isn’t ok. Please email me at John@everestwm.com or call me at 410-383-7378 so we can address this. We appreciate feedback from our clients, positive or negative, as it helps us know how we can service our clients better as we grow.

Noté 5 sur 5 étoiles

Todd Taylor

Felt confident with my decision to invest with Everest Wealth Management.

9 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Thanks to the Everest team

Outstanding and professional service from Mike and the team at Everest. I feel as though my money was invested for my future needs and not just a sales pitch.I would recommend Everest to any one who needs help investing there money. Thanks Everest

9 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Open Book

I like the fact that Everest invites the customer to examine their work and review their account any time they wish. They communicate thru e-mail and on the phone and have an open door policy about visiting their office. They have been great to work with thus far.

9 novembre 2016
Avis spontané
Noté 3 sur 5 étoiles

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.

9 novembre 2016
Avis spontané
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Réponse de Everest Wealth Management

Craig & Susan,

I have left you a couple of messages and at this point I am worried we do not have the proper phone number for you. I saw your recent review on Trustpilot and I was quite disturbed to see that we may have dropped the ball. After reviewing the history I can see that we have reached out every year about your anniversary of your annuity contract and other times as well and we haven’t received a single call back. As I said I am concerned we have the wrong information. Please call me so we can help make this right for you.

John Anthony
410-383-7378

Noté 5 sur 5 étoiles

Excellent

Honest and straight forward advice to assist in our retirement planning was a welcome relief.

9 novembre 2016
Avis spontané

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