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Financial Planning for every stage of life

Joseph Duffey, CLU, RICP or Everest Financial Inc. Financial Planning Services

 

A Trusted Local Partner

COPFCU has partnered with Joseph Duffey, CLU®, RICP® of Everest Financial Inc. to help you navigate life’s complex financial matters.

Everest is a local financial planning firm offering financial services for both individuals and businesses. With a combined experience of more than 25 years, Joe and the team at Everest Financial are dedicated to helping you develop, manage and grow your investment portfolios through:

  • Retirement planning
  • Education funding
  • Wealth accumulation strategies
  • Income distribution strategies
  • Estate planning
  • Investment analysis
  • and much more.

Having a trusted financial planning firm that can support you through all stages of life is vital in today’s world. Whether you’re newly married, planning for college, preparing for retirement or wanting to secure a lasting legacy for your children, Everest Financial has the experience, tools and strategies to help you.

Successful planning takes more than time – it takes direction. Call or click to contact Joe and the Everest Financial team today.

Visit Everest Financial or call 513-600-4540.

 

Joseph Duffey of Everest Financial Inc, offers securities and advisory services through Madison Avenue Securities LLC. (MAS), Member FINRA/SIPC, and a registered investment advisor. MAS, Everest Financial, Inc. and Cincinnati Ohio Police Federal Credit Union (COPFCU) are not affiliated companies. Everest Financial Inc. is not affiliated with or endorsed by any U.S. government or any governmental agency. Investing involves risk including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees.

 

 

 

 

 

Retirement Planning Workshops

COPFCU and our financial planning partner, Joe Duffey of Everest Financial Inc., invite you to attend these free educational workshops. Registration is required to attend.

 


Refocus Your Retirement

Online Webinar
Wednesday, February 8, 2023 I 6:00pm

Taxes, inflation, market risk and low rates of return are all factors to consider when planning a successful retirement. Join us for a free webinar to learn how these items may impact you and how to best navigate around them.