Evermont Wealth - Claremont, California

Evermont Wealth, located at Address: 419 N Yale Ave, Claremont, CA 91711, United States., is a financial planning firm that offers expert advice and solutions to help individuals and families achieve their financial goals. With a phone number: 9092967977, this company is easily accessible and ready to assist with any financial inquiries.

One of the key features of Evermont Wealth is their team of experienced financial planners who are dedicated to providing personalized and comprehensive financial planning services. Their specialties: Financial planner, are tailored to meet the unique needs of each client, taking into account their financial situation, goals, and risk tolerance.

The company's website, Website: rpawealth.com, provides valuable information about their services, team, and approach to financial planning. It is a great resource for individuals who are looking to learn more about Evermont Wealth and the financial planning process.

Evermont Wealth is also committed to accessibility, with wheelchair-accessible parking, entrances, and toilets available on-site. They recommend making an appointment to ensure that a financial planner is available to meet with you.

In terms of opinions: This company has 28 reviews on Google My Business, with an average opinion: 5/5. This is a testament to the high-quality service and expertise that Evermont Wealth provides to their clients.

Reviews of Evermont Wealth

Valerie Wilkins

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 marquez

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!

Jim Kohnman

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

Mitch Martino

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.

Robyn DeJournett

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.

Michael Weedall

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.

Marlene Johnson

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

Bob Martino

5/5

I have been a client of Evermont Wealth for decades now. I always appreciate their level of professionalism, their willingness to take the time to explain complex concepts with me and my wife, and their expertise in financial planning. I am a satisfied client and I would recommend their services.