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Business Profile

Financial Services

Everest Wealth Management, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Services.

(410) 383-7378Email BusinessWrite a Review

About

Overview

Everest Wealth Management, Inc.

100 West Rd Ste 405

Towson, MD 21204-2368

Get Directions
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Everest Wealth Management, Inc. is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Rating

F

Reasons for rating

  • Failure to have a required competency license
More InformationHow are BBB ratings calculated?

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About This Business

This company provides retirement planning and strategies to retirees.

Years in Business: 23

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
10/12/2006
Business Started:
9/1/2003
Business Started Locally:
11/11/2004
Business Incorporated:
4/14/2011
Type of Entity:
Corporation
Alternate Names:
Everest Financial Services, LLC

Additional Contact Information

Principal Contacts
Mr. Philip Rousseaux, President
Customer Contacts
Mr. Philip Rousseaux, President
Mr. John Anthony, Branch Manager
Ms. Danielle Fitzpatrick, Assistant
Fax numbers
Primary Fax: (410) 383-1770
Other Fax: (410) 337-5901
Additional Phone Numbers
Other Phone: (800) 390-8318
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 100054444 for this business, issued by Maryland Insurance Administration

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000Website

BBB records show a license number of 169162 for this business, issued by Maryland Insurance Administration

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000Website

Additional Information

Other Resources
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: 800-732-0330
Fax Number: (202) 772-9295
https://www.sec.gov
[email protected]
Business Categories
Financial Services, Financial Planning Consultants, Insurance Services Office, Retirement Planning Services, Investment Advisory Services, Annuities, Mutual Funds

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.