In The News

Everest Forms Charitable Partnership with the Maryland Food Bank

In honor of Hunger Action Month, Everest Wealth Management donated $5,000 to the Maryland Food Bank in support of the movement to end hunger. The Everest team presented a check during a visit to Maryland Food Bank headquarters on Sept. 28, when they volunteered for three hours in the food bank’s warehouse. “Collaborating with companies…

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Everest Wealth Management Supports the Blue Valor Foundation

Blue Valor Foundation’s Salute to a Hero Memorial Golf Tournament Everest Wealth Management proudly sponsored the Blue Valor Foundation’s Salute to a Hero Memorial Golf Tournament in May 2015. We joined other major sponsors, including Nissan, Arnold Palmer Enterprises, J. Brown Jewelers and NF America to raise funds for the families of Maryland law enforcement…

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Everest Wealth Management Connects with Clients; Releases New Video Explaining Personalized Retirement Planning

Everest Connecting with Clients Unparalleled Customer Service Everest Wealth Management, has released new videos to further communicate with current and prospective clients. The brief productions, featuring Founder Philip Rousseaux and staff, highlight our company’s unparalleled customer service and retirement planning service offerings. A boutique firm that does not custody assets, we connect clients with large,…

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Retirement Planning: Five Reasons You Should Work With a Specialist

If you ask people what they want to do in retirement, likely answers include: relax; travel; have fun; spend time with friends and family. These goals may sound similar, but in reality, they mean different things to different people. Some people want to golf once in a while, some hope to be the first to…

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The Big Five 2014 Advisor of the Year Finalist

(From LifeHealthPro.com) JUL 15, 2014 | BY DANIEL WILLIAMS, PAUL WILSON, VANESSA DE LA ROSA After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists. In making our selections, we looked at multiple categories. Among those are production,community involvement, an ability to connect with clients, a passion for…

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