305 Artillery Park Drive, Suite 202
Rightsizing for Retirement
Years of experience have prepared us to guide you through your life transitions. Joe continues to educate himself through continuing education and technology.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Discover Financial Freedom
We all have our dreams of the perfect career, a comfortable retirement and most of all, Financial Freedom. Those dreams take foresight, planning and serious investing in your future.
Who We Are
Joe Duffey, is located in Ft Mitchell, Kentucky, Everest Financial Inc. is an independent wealth management and retirement planning firm serving individuals and small business owners in the local Cincinnati tri-state area, including Ohio, Kentucky, and Indiana, as well as Arizona and Georgia.
Joseph Duffey, founder of Everest Financial, is passionate about helping clients invest wisely and seeks to share with them ways to protect and preserve their wealth. From the first meeting with clients, Joe puts the client’s goals first, learning about their dreams and how they wish to spend their retirement. With a positive attitude, Joe is dedicated to working with his clients as a team in hopes of providing his clients confidence in their financial and retirement planning.
With more than 25 years of experience in the financial industry, Everest Financial has worked with a number of individuals and small business owners from a variety of backgrounds, including construction, non-profit, education, banking, and retired military. As an independent firm utilizing state-of-the-art technology, Everest Financial aims to provide clients with advice and retirement services that may fit their unique needs.