Broker Check


A Kentucky-Based Family Run Firm

Everest Financial Inc. is an independent, family run firm. Meet the team:


Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 25 years.

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As the Office Manager, Beth manages the day-to-day operations of the firm and provides exceptional care and services to clients. Beth has been helping her husband Joe at the firm for several years.

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