Everest Wealth Management Reviews 93

I keep hearing their ads: "Are you happy with your wealth manager? We put you first!" What a joke. I have not heard a word from anyone at Everest Wealth Management in almost two years. No calls, no emails no portfolio reviews – nothing. The only reason my money is still with them is because the 2.5 percent return I got year is just a little better than a savings account. I stopped telling my friends about them a time ago.
If Everest Wealth Management has ignored you or not done a job while still charging you fees: Contact Poma Advisory – they help investors get their money back, from wealth managers who do not do their job.
The bottom line is to find a firm that actually talks to you. Everest Wealth Management does not care about their clients.

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

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!

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

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.

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.

Quick conversion of funds, professional approach.

Easy to talk to and discuss needs

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.

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.

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.

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.

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

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.

They are soo great they really care about their customers

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

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

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.

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.

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