Everest Financial Inc.

Financial ServicesKentucky, United States2-10 Employees

Joseph Duffey, CLU®, NSSASM, RICP® of Everest Financial, Inc offers securities and advisory services through Madison Avenue Securities, LLC (MAS) a Registered Investment Advisor, member of FINRA & SIPC. Everest and MAS are not affiliated companies.

At Everest Financial Inc. we work with you side by side so that you are comfortable and confident in your financial decisions. Our first meeting simply involves getting to know one another.  There is no-cost or obligation and you cannot "buy"​ anything.  We have one objective - to determine if we can help you and for you to determine if you want us to help.
Our main focus may include:
1)  Retirement Strategies
2)  Tax Reduction
3)  Investments available through Madison Avenue Securities, Inc. 
4)  Estate Strategies
5)  Long Term Care Insurance or Other Health Insurance
6)  Social Security Analysis
---------------------       
Everest Financial Inc. offers securities and advisory services through Madison Avenue Securities, Inc. (MAS) a registered investment advisor; Member FINRA (www.finra.org) & SIPC (www.sipc.org). Everest Financial and MAS are not affiliated companies. 
Securities, insurance products or advisory services are: NOT FDIC or NCUA insured, NOT Bank or Credit Union Guaranteed, Not a Bank Deposit, May lose value.

Sign up for free to view info

Email Format Employee directory