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