Everest Financial is an independent financial services firm that provides asset management and investment planning services for individual, trust, corporate, and qualified pension accounts. Our highest priority is to create value and confidence for our clients by focusing on building long-term, solid relationships. We provide prompt personal service and communication to help make our clients’ goals and objectives a practical reality. Our mission is to create and help maintain wealth for our clients through long-term effective asset management. We will assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of these goals.
Thank you for visiting; we invite you to explore our website. Should you have any questions or would like more information on our firm, please feel free to email us at email@example.com or you may call us at 419.861.3176 or 866.620.3232.
Everest Financial is not an affiliate of Peak Brokerage Services, LLC. Member FINRA/SIPC.
Gehad Youssef is the president/owner of Everest Financial, an independent financial advisory firm. Gehad has been in the business since 1986 after a brief tour in the National Football League as a kicker with the New England Patriots and the Miami Dolphins. Gehad brings this same level of professional standards, persistency, and hard work to caring for his financial clients as he did to kicking for his college and professional football teams.
He counsels with professionals, individuals, and small business owners on the array of financial vehicles available that will help with their individual goals. He focuses on estate, financial, wealth accumulation/distribution, and college planning.
Gehad holds a bachelor’s degree in electronic engineering technology from Bowling Green State University. Mr. Youssef is an active Rotarian (the world’s largest service organization) and was past president of his local chapter. He enjoys sports, biking, and travel.
At our firm, we provide expert assistance in the following areas:
1700 Woodlands Drive
Maumee, OH 43537
Send an email — firstname.lastname@example.org
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