Keep Your Financial Goals On Track Thanks To COPFCU.

Keep Your Financial Goals On Track Thanks To COPFCU.

Schedule a complimentary review with Everest Financial.

We all have hopes and dreams. For our life. Our retirement. Our children’s education. But are we on track to make our hopes and dreams happen? A complimentary review with Joseph Duffey, CLU®, RICP® of Everest Financial Inc. can help you find out.

Benefits of a complimentary review:

  • Discuss your current and future goals
  • Determine if your current savings/investing plan is on track
  • Receive feedback on your strategy and investments
  • Obtain tips on tweaking your plan for better performance
Schedule a Review
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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.

Request a Complimentary Review

Attend an Upcoming Seminar

Learn more about Financial Planning, Estate Planning, Wealth Management, College Funding Plans and more by attending an upcoming Everest Financial Workshop. Workshops are hosted by COPFCU every quarter on a variety of topics.

Register Now
Members Attending a COPFCU Event

Important Legal Disclaimer

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.