Everest Management Corp / Financial Advisor in Los Gatos, California

Fee-Only financial plan consulting services. We recommend no-load mutual funds only. We do not accept commisions, or kickbacks from other companies, and this allows us to work exclusively in the interests of clients. Free initial consultation available. Fixed One time fee of $1000-$3000 for comprehensive financial plan. Hourly fee based services also available for help needed on smaller part of the portfolio.

Specialties

401K Consulting College Planning Comprehensive Financial Planning Corporate Bonds Family Financial Planning Fee Only Independent Investment Advisor Investment Consulting Investment Services IRA MBA Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Planning Women's Issues Young Investors
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