We Can Help Manage Your Wealth So You Can Relax.

Meet Everest Financial for comprehensive wealth management.

Wealth management can be overwhelming, especially if you don’t have a trusted ally. A qualified and licensed wealth management consultant can help you navigate the best strategies to preserve, grow and protect your assets. That’s why COPFCU has partnered with Joseph Duffey, CLU®, RICP® of Everest Financial Inc.

Benefits of Everest’s Wealth Management program:

Customized planning strategies that focus on multiple asset categories to help you achieve your goals
Every aspect of asset management will be addressed including estate planning, accounting and tax services, retirement plans, etc.
Periodic analysis of plan results and updating of plan to reflect changes in your goals, tax laws, etc.

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 Everest Seminar

Learn about Wealth Management, 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.

FAQs

What is wealth management? Do I need it?

Wealth management involves a holistic approach to help protect and grow your wealth. It uses a client-specific strategy based on your assets. It is highly recommended for individuals of higher net worth.

Why is wealth management important?

Wealth management helps you analyze your goals for the future and establish a plan for your current assets to achieve those goals.

Should I consult an advisor for wealth management?

When you are overwhelmed, confused or want to remove the guesswork from managing your finances and assets, especially in a higher net worth category, a wealth manager can help you establish goals and create a comprehensive plan to preserve, grow and protect your assets.

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.