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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

Financial Empowerment for Women

Thursday, June 16, 2022  • 6:00pm
Queensgate Branch, 959 W. 8th Street

There’s no denying the facts: Women typically earn less than male counterparts, but live 5 years longer on average. That makes saving and investing for retirement even more crucial for women. Join us for a presentation and discussion on:

  • Key investment principles every woman should know.
  • Important opportunities like asset allocation.
  • Understanding investor behavior.
  • Differences between financial products like mutual funds and annuities

Lunch/dinner will be provided during the seminar.

Register Now