EF
Everest Financial Services
Asesoría financiera de confianza para hacer crecer y proteger tu futuro en Pointe-Claire.
5
Business
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Asesoría financiera de confianza para hacer crecer y proteger tu futuro en Pointe-Claire.
Everest Financial Services es una firma de asesoría financiera de primer nivel en Pointe-Claire, dedicada a proporcionar soluciones de planificación financiera personalizadas y completas. Con un enfoque en la planificación de la jubilación, inversiones, seguros de vida y finanzas empresariales, el equipo, liderado por Steven Persaud, ofrece asesoramiento experto y honesto adaptado a los objetivos únicos de cada cliente. Conocida por su servicio excepcional y un enfoque centrado en el cliente, Everest Financial Services ayuda a individuos y familias a construir futuros financieros seguros con confianza y claridad.
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Estrategias integrales para asegurar su futuro financiero y alcanzar las metas de jubilación con asesoramiento personalizado.
Soluciones de inversión a medida y gestión de carteras para hacer crecer su patrimonio según su tolerancia al riesgo y sus objetivos.
Asesoramiento experto sobre opciones de seguro de vida para proteger a su familia y sus bienes, asegurando la seguridad financiera.
Asesoría especializada para propietarios de empresas sobre finanzas, estrategias de crecimiento y planificación para el éxito a largo plazo.
Consultas personalizadas para definir y planificar sus metas financieras, desde el ahorro hasta eventos importantes de la vida.
Reclama Everest Financial Services para actualizar la información, responder reseñas y acceder a las estadísticas.
Calificación general
alanna cesari
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.
Rebecca N
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.
Monica Ohanessian
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.
Brian Alarie
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.
Sadie Wiarda
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.
