Everest Financial Group logo

Everest Financial Group Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Everest Financial Group, LLC operates as an independent wealth management firm based in Golden Valley, Minnesota, in the Minneapolis–Saint Paul metro area. It serves hundreds of families across Minnesota and the United States, offering comprehensive financial planning and wealth management services delivered by advisors who are licensed in securities and insurance. The firm emphasizes putting clients' best interests at the center of its planning process.

As an independent firm within the financial services industry, Everest Financial Group focuses on providing tailored wealth management and financial planning rather than being tied to a single product line. The firm operates from Golden Valley in the Minneapolis–Saint Paul area and serves clients across Minnesota and the United States. Its advisory staff hold securities and insurance licenses and practice financial planning to act in their clients' best interests.

Find Everest Financial Group employees' phone numbers or email addresses

Everest Financial Group Global Highlights

Location
Employees

North America
42

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  • United States Of America
    40
  • Canada
    2

Africa
2

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  • Senegal
    1
  • South Africa
    1

Asia
2

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  • United Arab Emirates
    1
  • Pakistan
    1

Europe
1

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  • Poland
    1

Everest Financial Group's Leadership

  • Stylized image of a person
    M. A.
    Ceo
  • Stylized image of a person
    B. E.
    Senior Financial Advisor Assistant
  • Stylized image of a person
    H. U. R.
    Consultant
  • Stylized image of a person
    D. M.
    Certified Financial Planner™ Professional

Everest Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Information Technology
  • Other

Contact profiles from Everest Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. A.
    Ceo
    Canada
    Apr 17, 2026
  • Stylized image of a person
    B. E.
    Senior Financial Advisor Assistant
    Jun 28, 2026
  • Stylized image of a person
    H. U. R.
    Consultant
    PakistanPunjab
    Apr 17, 2026
  • Stylized image of a person
    D. M.
    Certified Financial Planner™ Professional
    Oct 21, 2024

Frequently Asked Questions

What is Everest Financial Group known for?

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Everest Financial Group was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Everest Financial Group's company overview page for more information.

What is Everest Financial Group's most common email format?

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Everest Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Everest Financial Group email formats with LeadIQ.

How many employees does Everest Financial Group have currently?

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Everest Financial Group has approximately 35 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Everest Financial Group's key employees and leadership?

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As of July 2026, Everest Financial Group's key employees include:

  • Ceo: M. A.
  • Senior Financial Advisor Assistant: B. E.
  • Consultant: H. U. R.
  • Certified Financial Planner™ Professional: D. M.

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