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.

Steve Persaud Signature
Steven Persaud, President & Founder

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

– Dr. Wayne W. Dyer

Ali & Chris Homes

Steven Persaud has been our investment advisor for more than 4 years now. He has always offered us unparalleled service and supported us throughout our financial process and for the management of our assets. This is someone with whom we have built a trusting relationship and with whom we can have open discussions about our finances ( personal and business) and our goals. He offers us the products that best meet our needs and offers innovative investment solutions. Steven Persaud also gave us access to other professionals when we needed advice in other areas. He is a specialist in his field, who listens to his clients and is always available for meetings. We hope to be able to count on the services of Steven for many years to come.

Ali & Chris Homes

Steven has been advising me regarding disability and life insurance for many years now and I’ve been very pleased with the results. He’s tailored my term life insurance and disability insurance policies to my needs, which provides me peace of mind. He also set me up with permanent life insurance to help me diversify my investments. I really appreciate Steven’s patience and attention to detail. I would recommend him to colleagues because he is efficient and he takes excellent care of his clients. Thank you for your work and dedication!

Dr. Olivier Beaudoin

Ribeiro Family

With Steven’s unwavering guidance and support, I feel sound and prepared for our future. We have a plan for our retirement, for our children’s future and for their wellbeing and long term care. His dedicated time to understand our personal and financial goals combined with his ability to help our family make a conscious and well informed choice, always leaves us feeling secure in one of the most important areas of our lives. I will continue to refer Steven’s expert guidance and knowledge to anyone seeking to have their financial life in order and in good care.

Ribeiro Family

Steph Welsh

With Steve’s help, I was able to take an unpaid leave from my job as a nurse and travel for 3 months – which was incredible. Over the years he referred me to many professionals along. Helping my husband I buy our first home, plan for a mortgage, and our wedding. He spends time with me to explain risk, and what to expect, which I really appreciate. Being a type A personality, I have always appreciated Steven’s patience and transparency. He is quick to respond to emails and always works around my schedule to meet with me, whether it be in person or over the phone. He goes through decisions we make and makes suggestions along the way. I appreciate his professionalism and honesty and I am never afraid to ask what he would do were he in my position. I think anyone looking for a financial advisor would agree that these are great qualities to have in someone who is managing your money.

Stephanie Welsh, RN