Joseph Duffey, CLU®, RICP®, National Social Security Advisor

Joseph Duffey is the founder of Everest Financial Inc. and has been working in the financial services industry for more than 30 years. Joe previously owned a construction company before transitioning into the financial services industry. He has obtained securities licenses 6, 7, 63, 66, and 24 and has received several professional certifications, including Chartered Life Underwriter^® (CLU^®), Retirement Income Certified Professional^® (RICP^®), and National Social Security Advisor. He has strategic partnerships with local attorneys, local CPAs, TruPartner Credit Union,  Peoples First Savings Bank and COPFCU (Cincinnati Ohio Police Federal Credit Union)

These licenses and relationships enable him to assist clients to pursue their dreams. Through his training, he can provide advice and assistance on various aspects of retirement, including Social Security and insurance planning. Understanding the challenges of retirement, he provides financial workshops and advanced software, which help him build a unique portfolio that fits their retirement plan.

He can assist small business owners design, implement and service qualified retirement plans, including 401(k) and 403(b), money purchase, SEPs, and Simple IRA plans. In addition, he provides informational seminars for employers and employees.

Now based in northern Kentucky, Joe was born and raised in Cincinnati and earned his bachelor’s degree in engineering from the University of Cincinnati. Though no longer working in engineering, his background gives him the sense of precision and clarity needed to build strong portfolios tailored to meet individual needs.

Joe is a registered representative of Madison Avenue Securities, LLC. While he is based out of his Kentucky office, he also practices in OH, KY, IN, GA, AZ and NC. 

Outside of the office Joe enjoys being involved with Junior Achievement, an organization dedicated to teaching students about financial literacy and entrepreneurship. An personally he loves riding his Harley, hiking and spending time with his wife, children and grandkids.