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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

Register to attend our free retirement planning workshops.

 

Estate Planning & Preserving Your Wealth

Wednesday, October 19th at 6:00pm
Queensgate Branch, 959 W. 8th Street
Cincinnati, OH 45203

Do you have a will? Do you need a trust? Do you have/need a Power of Attorney? These are some of the questions that you need to consider when planning your estate. Estate planning is vital to protect you and your family and to preserve your wealth and legacy.

Join us for a seminar and discussion on the estate planning process and the documents needed to for comprehensive plan.

Register Now

 

Preparing for a Healthy & Wealthy 2023

Wednesday, November 9th at 6:00pm
Queensgate Branch, 959 W. 8th Street
Cincinnati, OH 45203

The coming of a new year always seems to focus on physical health — eating right, exercising, and losing weight – for a longer, better life. Have you thought about getting yourself financially prepared for a longer life? Your investment strategy may also need a “check-up”.

Join us for a seminar and discussion on how to make your financial future as “healthy” as possible for your retirement.

Register Now