Evermont Wealth - Claremont, California

Introduction to Evermont Wealth

Evermont Wealth, located at 419 N Yale Ave, Claremont, CA 91711, is a distinguished financial planning firm renowned for its personalized service and expert guidance in managing client wealth. With a phone number 909-296-7977, Evermont Wealth is easily accessible for those seeking financial clarity and security.

Location and Accessibility

Situated in Claremont, California, Evermont Wealth offers a convenient location for clients who prefer a face-to-face interaction. The office is equipped with amenities to ensure a comfortable experience for all visitors, including a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities that cater to those with mobility needs, such as a wheelchair-accessible toilet. This attention to accessibility ensures that everyone can receive the expert financial advice they deserve.

Expertise and Services

Specializing in financial planning, Evermont Wealth stands out for its commitment to helping clients achieve their financial goals. The team, led by Brent, is highly regarded for its expertise and dedication. Clients who have interacted with Evermont Wealth, like the couple who shared their positive experience, appreciate the thoroughness and trustworthiness of the advice provided. The firm's service has been praised for its excellence, with several reviews indicating high satisfaction levels.

Customer Reviews and Recommendations

Customer opinions paint a glowing picture of Evermont Wealth. With 29 reviews on Google My Business and an average rating of 5/5, it's clear that many clients are profoundly satisfied. Testimonials reflect a deep level of trust and gratitude towards the firm's professionals, particularly Brent, for their guidance through retirement planning. Clients recommend the services to others, highlighting the firm's exceptional reputation in the financial planning industry.

Recommendations for Potential Clients

For anyone considering financial planning services, Evermont Wealth offers a wealth of expertise and a welcoming environment. It's recommended to schedule an appointment to discuss your financial aspirations in detail. The firm's commitment to accessibility and customer satisfaction ensures that you'll feel valued and informed throughout the process. Given the positive feedback, it's evident that Evermont Wealth is a reliable partner in your financial journey.

To take the first step towards securing your financial future, visit Evermont Wealth's website at evermont.com. Here, you can find more information about their services, read detailed client testimonials, and schedule a consultation. Don't miss this opportunity to work with professionals who are dedicated to helping you achieve financial peace of mind. Contact Evermont Wealth today and begin your journey towards financial wellness.

👍 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