Excellent
They are soo great they really care about their customers
By Will & M.
Monday, November 9, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
90 reviews
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Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
Everest Wealth Management (everestwm.com) has 90 customer reviews on The Fair Hearing, with an average rating of 4.7 out of 5.
Showing 78 reviews with 5 stars · Clear filters
They are soo great they really care about their customers
By Will & M.
Felt confident with my decision to invest with Everest Wealth Management.
By Todd
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
By Robert S.
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.
By Mike & R.
Honest and straight forward advice to assist in our retirement planning was a welcome relief.
By John & D.
Always satisfied
By Chuck And S.
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.
By Terry
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.
By Charlie