Evermont Wealth - Claremont, California

Overview of Evermont Wealth

Evermont Wealth is a distinguished financial planning firm located at 419 N Yale Ave, Claremont, CA 91711. This esteemed company specializes in providing expert financial planning services, ensuring that clients like you can navigate the complex world of finance with confidence. For those seeking personalized investment advice or comprehensive financial strategies, Evermont Wealth stands out as a reliable resource.

Contact Information

To reach out to Evermont Wealth, you can call them directly at 909-296-7977. Their friendly staff is ready to address any questions or concerns you might have. For those who prefer digital communication, visiting their website is equally straightforward, providing an extensive array of services and detailed information about their offerings.

Accessibility and Facilities

Evermont Wealth demonstrates its commitment to customer comfort by ensuring wheelchair accessible entrance, parking, and restroom facilities. This thoughtful approach makes their office welcoming to everyone, including those with mobility challenges.

Customer Satisfaction and Expertise

Clients have overwhelmingly praised Evermont Wealth for its exceptional service. With 28 reviews on Google My Business, the average opinion stands at a highly positive 5/5. Testimonials like those from satisfied clients highlight the firm's expertise and the personal touch provided by their team, particularly Brent and his associates. Their dedication to retirement planning and wealth management has earned them a place of trust among their clients.

The reviews emphasize the importance of appointments, suggesting that while the service is highly available, scheduling in advance is recommended to ensure personalized attention. Clients appreciate the firm's knowledge, clear communication, and the trusting relationship built over time, indicating a smooth and fruitful partnership in managing their finances.

Recommendation

For anyone in the Claremont area or beyond seeking trustworthy financial guidance, Evermont Wealth is highly recommended. Their combination of expert knowledge, personalized service, and commitment to accessibility makes them a standout choice in the financial planning sector. Don't miss out on their invaluable expertise - visit their website at evermont.com to learn more or schedule a consultation. Their team is ready to help you secure your financial future with confidence and ease.

👍 Reviews of Evermont Wealth

Valerie W.

5/5

My husband and I have been with Evermont Wealth (RPA) for several years now. Brent and his team are great to work with. Brent worked with as as we both retired. We are grateful for his assistance and expertise and he has our full trust in managing our money. Truly recommend the services of Evermont Wealth to all.

anthony M.

5/5

I’m very happy to have Brent and his team! He’s been giving me great service since 2016. Brent is very knowledgeable in his field and has great communication. I highly recommend him. I look forward to many more years of his excellent service and advice. Thanks Brent!

Robyn D.

5/5

Evermont Wealth is always a wonderful experience. My husband and I started working with Brent about 13 years ago. Since that time my life has changed with the death of my husband and Brent was extremely helpful with getting my finances in order. Everyone at Evermont is always friendly and knowledgeable. They make me feel very confident.

Mitch M.

5/5

When I was looking for a financial advisor, I looked at various companies with various philosophies: Evermont Wealth was whom I chose: they are a fiduciary, they offer a wide variety of investment vehicles, they took the time to determine my goals and my risk comfort, and they developed a clear plan forward, not to mention that the staff was friendly and professional. In the years since I have joined, I have been pleased with their frequent communications, their various investment tools and their podcasts, and their unwavering commitment to my financial well-being. I would definitely recommend them as a financial advising group.

Michael W.

5/5

Evermont is one of the best decisions my wife and I have made. Brent and his staff are exceptional. I look forward to our meetings and always feel well informed and confident he is working hard for us.

Jim K.

5/5

Have been with Brent (and company) since close to the beginning. Hardest decision I ever made to have somebody else handle the money. However it's one of the best decisions we've ever made. He was able to keep both of us happy, and we've had fantastic returns. Just as valuable is the wealth of knowledge and access to some experts that have all been first rate. Can't imagine how we'd have done with Medicare without the advice of his expert. Very happy with them! So glad we went with them

nick F.

5/5

I highly recommend Brent Pasqua and his team. They are very trustworthy, attentive and knowledgeable in the world of finance. We are very happy with the services they provide after more than 10 years!

Marlene J.

5/5

I’ve been working with Brent Pasqua For the last 10 or 12 years. He has helped me understand the financial market regarding stocks, bonds, treasuries, etc. . His expertise and knowledge has been top notch in handling my financial affairs. I feel as a friend he will always have my back being sure that I have financial stability in my life. Thank you, Brent and all your colleagues. They are tops.
Marlene Johnson