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

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“Go the extra mile, it’s never crowded.”

– Dr. Wayne W. Dyer

      EXCELLENT  
   Based on 104 reviews 
    
 
 
 
   
 
 
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   Noemie Verdin 
 
 
 
  Katrina and Steven are truly amazing! They’re always available to answer my many, and somewhat random questions, they are incredibly responsive, approachable and have earned my trust very quickly. I feel very confident having them in my corner and would absolutely recommend them!
  
 
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   Barb McKay 
 
 
 
  I've recently starting working with Everest Financial Services and I'm very pleased.  Steven is knowledgeable and provides excellent investment advice.  He and Katrina respond quickly and efficiently to my questions and requests, and created a financial plan for me which meets my needs.  I look forward to continuing to work with them in the future.
  
 
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   Lara De Stefano 
 
 
 
  Extremely dedicated team, ready to answer questions and talk through every step of the process. I am extremely grateful and satisfied for their help and support! Highly recommend!!
  
 
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   Albena Tzankov 
 
 
 
  First time working with Strven .He did an amazing job very professional and knowledgeable ,took charge of everything .it was stressless
he went above and beyond definitely    recommend
  
 
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   josh fiddler 
 
 
 
  Every interaction we’ve had with Steven and his team has been professional and exceeded my expectations. Having worked with financial managers in the past who sell you a product and move on, it’s reassuring to know that Everest Financial is here to support us as we grow our wealth and shift needs through life stages. It’s also nice to have everything handled for us rather than needing to search across multiple accounts and institutions for the different investments and policies. Looking forward to continuing to work with them.
  
 
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   Lauren Jane Heller 
 
 
 
  It's been a pleasure working with Steven and Katrina on our financial planning. We had many accounts across different providers and it feels really good to have a team that's now taking care of everything for us and also giving us great advice for our future. I highly recommend them!
  
 
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   Hari Prasad 
 
 
 
  Steven explains all the details properly. Process was very smooth for getting new policy and even for modifying existing policy.
  
 
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   Jaleel Ali 
 
 
 
  Steven is really responsive to our questions and manages our portfolio very well. Happy with the job he is doin.
  
 
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   Ron Letourneau 
 
 
 
  Everest has my back.  Sound decision making, strong communicators and always looking out for my best interests.
  
 
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   Ilona Engel 
 
 
 
  I recently started doing business with Steven and team. Very professional knowledgeable and always a call or
e mail away.  A pleasure to work with. Thank you Steven and Katrina