Everest Financial is committed to education, whether we're working with teachers and school staff, volunteering at COPFCU's "Adulting 101," or conducting one of our many informational seminars throughout the tri-state.

We believe knowledge truly is power, and the more you know about wealth management and retirement planning, the better your chances are of maximizing your resources when retirement arrives. 

Joe Duffey has been providing financial management and retirement planning services for over 30 years. He and the team at Everest Financial Inc. believe in the human element. That's why we like to do business face-to-face.

We offer seminars, participate in conferences and symposiums throughout the region, and network with local chambers of commerce to provide 401(k) support. Personal  communication, we believe, is the key to developing trust. 

From non-profit organizations to small businesses, Everest Financial appreciates the effort our clients and friends put forth to run successful business and take care of employees.

Everest Financial sponsors such fundraising events as Family Nurturing Center's "Prom for a Promise" and the Colerain Chamber of Commerce's "Hometown Heroes." These are just two examples of our commitment to giving back to dedicated communities across the Greater Cincinnati area.