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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