We Can Help You Plan For Your Goals In Life.

Ask about financial planning help from Everest Financial.

Charting a successful financial course doesn’t just happen. It takes a well-thought-out plan to achieve the best results. Very often that means seeking the advice of an experienced professional to meet your short- and long-term goals. That’s why COPFCU has partnered with Joseph Duffey, CLU®, RICP® of Everest Financial Inc.

Customized Services For Every Member

Joe and the team at Everest Financial are dedicated to helping you develop, manage and grow your investment portfolios through:

Retirement planning
College funding plans
Wealth accumulation strategies
Income distribution strategies
Estate planning
Investment analysis
And more

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Meet Everest Financial, our trusted local partner.

Everest is a local financial planning firm offering wealth management services and other financial planning services. Joseph (Joe) Duffey is a life-long resident of the Cincinnati area. He grew up on the west side of Cincinnati, graduated from St. Xavier High School and the University of Cincinnati. For more than 30 years, Joe and the team at Everest have been helping clients achieve their wealth management goals.

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Support for all stages of life.

Having a trusted financial planning partner 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, Joe Duffey of Everest Financial has the experience, tools and strategies to help you.

Contact Everest

Attend an upcoming seminar.

Learn more about Financial Planning, Retirement Income Planning and more by attending an upcoming Everest Financial workshop. Workshops are hosted by COPFCU every quarter on a variety of topics.

Important Legal Disclaimer

Disclosures:

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. Investing involves risk including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees. Everest Financial Inc. does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Everest Financial Inc. is not endorsed by or affiliated with any government agency.