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305 Artillery Park Drive, Suite 202, Fort Mitchell, KY 41017

859-291-9290
jdduffey@everestfinancial.net
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INDEPENDENT

What differentiates us from the rest? We offer a Multiple Employer Aggregated Program. 

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Integrity

That big list of dreams and goals isn't the only way to look at your bucket list.
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TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

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Where Do You Want Your Financial Roadmap to Take You?

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We'll help guide you through wealth management, retirement and estate planning, Social Security, and more. 

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At Everest Financial Inc., we help answer your financial questions and GUIDE you through all the stages of wealth management,  whether you are launching your career, getting married, having kids, starting a business, or retiring. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

 

Our Priority is Taking Care of Yourself, Business and Family

We work with small and large business owners.

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Business Owners

"People don't plan to fail, they fail to plan"

- Mark McCormack

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Client testimonials

"I think Joe is a no-nonsense guy. He's very responsive. He does what he says, and he says what he would do. I like his down-to-earth style."

– Jon and Sonia Chua, clients since 2012


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What are our customers saying?

"Joe will sit in front of people and tell them what the true picture is. Joe has a soothing personality."

– Ryan McGurley, President, People's First Savings Bank

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Retirement

Insurance

Estate

Lifestyle

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