Reach your greatest financial heights with simplicity.
Our Approach
Welcome to Everest Financial Services.
With so many sources providing financial advice, it is always a challenge deciding which direction one should choose, what advice to trust, and which solution to select. At Everest Financial Services we create personalized, value-added plans based on our customer’s goals. Our firm strives to position itself to serve a wide range of both individual and commercial clients. Whether it be a first home purchase, saving for children’s education, growing & protecting a business, or building towards financial independence. We are differentiating ourselves in a competitive market and are truly looking forward to serving you.
Steven Persaud, President & Founder
“Go the extra mile, it’s never crowded.”
– Dr. Wayne W. Dyer
Beth Thouin
2023-12-14
The Everest name does not lie - they take your finances to new heights! The Everest team has been the easiest, most pleasant team of financial advisors that I have ever worked with. No jargon. Straight-forward recommendations. And results!
Marian Ishak
2023-12-11
Super happy with Steven! Looking forward to a long term business relationship!
Katrina Michaud
2023-09-01
Steven's personality screams GENUINE. He will always go the extra mile to ensure you feel safe and confident in the decisions you make involving your finances. He really takes the time to analyze each client's needs and propose services that suit their goals.
Marc-Antoine Emond
2023-08-31
Depuis jour un, Steven a toujours su me conseiller adéquatement selon mes besoins. À travers les années, je reste extrêmement reconnaissant du professionnalisme, de la constance et l’efficacité à laquelle nous avons droit. Merci encore pour tout et bien sûr, je recommanderai Everest sans hésitation!
Merci mille fois,
Marc-Antoine
Joanna Durso
2023-08-31
Steven has been my Financial Advisor for several years now and I wouldn’t have it any other way.
His outgoing and friendly nature made me feel at ease from the start.
He is trustworthy, humble and genuinely cares about the well being of me and my family’s needs. I would recommend him and his team in a heartbeat!
Tish Cormier
2023-07-24
I met with Steven Persaud from Everest Financial Services in June of 2023. We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five. He suggested different options and we finally found a financial portfolio I was comfortable with. I was very pleased to meet with Steven and listen to his sound financial advice.
Frank Durant
2023-07-15
Steven and his team at Everest Financial Services have peace of mind at the forefront for every customer.
I’ve trusted Steven’s financial council for over a decade, helping me choose the right product for my needs (both present and future). Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don’t need.
Zero pressure approach. Clear and intelligible communications. I recommend Everest Financial Services to anyone looking for a great partner to accompany them in their financial decisions.
John Theodoropoulos
2023-07-15
Love my experience with Everest Financial. I started using them for my employee group insurance, and was very impressed with their knowledge and professionalism. Now, I use them for my personal insurance needs and couldn't feel happier or safer. I trust the advice they give me and I feel like my family is better protected because of it. I highly recommend Steven and his team to anyone. They really try and do what is best for you.
David Lobasso
2023-05-14
Amazing service! Steven was extremely friendly and professional and always followed up with us in a timely manner. I would recommend his services to all of my friends and family.
nathf91
2023-05-06
Thank you so much for your help on getting the right life and CI policies that actually meet my needs and are within my budget. Steven was so helpful, made it so easy to understand how it all works and was so professional and kind. I 100% would recommend him to all of my friends and family!