Services Offered
Retirement Planning
Comprehensive strategies to secure your financial future and achieve retirement goals with personalized advice.
Investment Management
Tailored investment solutions and portfolio management to grow your wealth based on your risk tolerance and objectives.
Life Insurance
Expert guidance on life insurance options to protect your family and assets, ensuring financial security.
Business Financial Advisory
Specialized advice for business owners on finances, growth strategies, and planning for long-term success.
Financial Goal Setting
Personalized consultations to define and plan for your financial goals, from savings to major life events.
Reviews
5(5 reviews)
Rating Distribution
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A
alanna cesari
via Google
3 months ago
We have been with Everest Financial for the past 14 years. Steve has always been available to answer our questions and takes the time to make sure he gives excellent service. We trust him with our financial planning. He give honest advice, which I've always appreciated. I have recommended him to many friends and they all have had a great experience with Everest Financial Services and the entire team.
R
Rebecca Nvia Google
3 months ago
I had the pleasure of working with Steven for financial advisory services and products. The process was seamless, easy, stress-free, and I felt supported and guided from day one. Steven is knowledgeable, professional, and truly understands his clients’ needs, tailoring his approach accordingly. I highly recommend Everest Financial Services.
M
Monica Ohanessianvia Google
5 months ago
I always have a great experience with Steven. He takes the time to listen to my needs, goals and concerns. He’ll take the time to break down my options and give me as much time as I need to make a decision. I would recommend Steven to anyone looking for trustworthy and knowledgeable advice.
B
Brian Alarievia Google
7 months ago
I’ve had the pleasure of working with Steven Persaud as my financial advisor, and I couldn’t be happier with the experience. Steven is professional, knowledgeable, and truly takes the time to understand my goals. He explains complex financial strategies in a way that’s easy to understand and always makes sure I feel confident in the decisions we’re making. What stands out most is his dedication, he’s proactive, responsive, and genuinely cares about helping me succeed financially. Whether it’s retirement planning, investments, or day-to-day financial advice, Steve always goes above and beyond. I highly recommend Steve to anyone looking for a trustworthy and reliable financial advisor. He has made a real difference in my financial planning and future.
S
Sadie Wiardavia Google
7 months ago
I just switched my finances over to Steve and already feel like I’m in great hands. He’s super easy to talk to, and he knows his stuff when it comes to business finances, life insurance, and setting your family up for success. If you want someone who genuinely cares and has the expertise to help you grow and protect what matters most, Steve’s your guy.
