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.


Coordonnées de contact

1,2

Mauvais

TrustScore 1 sur 5

91 avis

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Tous les avis

(91)

0 avis reçus au cours des 12 derniers mois

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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 4 sur 5 étoiles

Retirement planning

Good advice when planning for retirement. They will assist with referrals for other retirement planning such as estate planning, travel etc. Great people to work with.

9 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

!st review, 11/08/16

These folks go out of there way to answer, explain, example, and show u results of any situation that can and will occur with your account. And they will provide u with options.

9 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Charlie G

Pros. For a person like myself, they took their time to listen, explain, and followed up.

Resonded to any call, or request, within hrs. Or less.

8 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Excellent Choice

Everest Wealth Management is an excellent option when I was trying to decide what to do with my retirement from the government. I give them a 5 star rating for quality and for their knowledge of the financial market.

8 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Service

I'm extremely happy with the service

8 novembre 2016
Avis spontané
Noté 5 sur 5 étoiles

Service

I called and visited the firm spoked with Mike we went over my plans and I was calling Mike to.make sure my credit union was making the transaction was done right. In the process I had to call the office for help Mike was busy Travis called me and answered my. Question s .they were right on top of the of the problem. So far I have had great service and
They have been right on top of my plans.10+ rating.

20 octobre 2016
Avis spontané
Noté 5 sur 5 étoiles

Professional

The team at Everest Wealth Managment are professional and not ashamed to show the pros/cons of each product. Sarah was patient and thorough in fielding our questions. Thank you, Everest!

26 février 2016
Avis spontané
Noté 5 sur 5 étoiles

Sarah Flora

Sarah Flora is my representative and she made this experience excellent. Sarah increased my knowledge of my retirement options. My experience with Everest through this process has been excellent. I met with Julie Long the Director of Client Relations and was impressed with her as well. I would recommend Everest just on their customer service alone. In closing I can not even begin to express how easy Sarah made this process.

5 novembre 2015
Avis spontané
Noté 5 sur 5 étoiles

Everest Wealth Management

I am very pleased with the service and recommendations from our adviser at Everest Wealth Management. A custom plan was developed for myself and my husband that was specifically tailored to our goals and needs.

2 octobre 2015
Avis spontané
Noté 5 sur 5 étoiles

Retirement 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.

1 octobre 2015
Avis spontané
Noté 5 sur 5 étoiles

Absolutely Satisfied and Happy with Everest Wealth Management

I have been watching Everest's Show for years and finally made the call after checking on their history, and for complaints. I could not find one derogatory remark on their behalf. I called and Phil Rousseaux himself came out and talked to us about the company. We decided Everest Wealth Management was the team we wanted to entrust our retirement to. They are thorough, extremely knowledgeable, and their customer service is impeccable.

We are extremely Satisfied since we have been with Everest, and we will be with them long after we retire. Thanks to the entire Team for giving us peace of mind.

30 septembre 2015
Avis spontané
Noté 5 sur 5 étoiles

Everest-top service

Everyone at Everest is eager and willing to help and answer any questions you might have.they make it easy to understand your plan and how it works.

12 septembre 2015
Avis spontané
Noté 5 sur 5 étoiles

Everest Wealth Management experience

My wife and I have been with Everest for 21/2 years and from the first phone call and up the to present time they all have been great, We put our total trust in the company. We highly recommend Everest for all Investors,

21 août 2015
Avis spontané
Noté 5 sur 5 étoiles

Everest wealth management

I am a client with Everest. They have been very nice, Very professional in our dealings. I cant wait to advance our relationship. Really god people

21 août 2015
Avis spontané

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