BBB Accredited Business Profile

Everest Financial, Inc.

Everest Financial, Inc.

(859) 291-9290

Everest Financial, Inc.

26 years in business
305 Artillery Park Dr Unit 202
Crescent Spgs, KY 41017-2794
Fax Numbers
  • (859) 292-3343
Additional Email Addresses
  • jdduffey@everestfinancial.net
BBB File Opened: 05/31/1995
Business Started: 01/01/1992
Type of Entity
Partnership
Business Management
  • Mr. Joseph Duffey, Owner
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Estate Planning and Management
  • Social Security Services

Additional Information
  • Everest Financial previously operated under the name The Alliance Financial Group.
Service Area
We service the following area(s): Indiana, Kentucky, Ohio
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of CRD# 2250218 for this business, issued by FINRA

    FINRA
    1735 K Street, NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

BBB accredited business

A+

Overview

Everest Financial, Inc. offers retirement planning and wealth management for individuals and small businesses owners in multiple states, including Kentucky, Ohio, Indiana, Arizona, Georgia, and Florida. Owner Joe Duffy holds securities licenses 6, 7, 63, 65, and 24, and certifications as a Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional® (RICP®), and National Social Security Advisor (NSSASM).

The business works with individuals approaching or in retirement to manage their wealth and develop a retirement plan. The business assists clients in Social Security analysis and retirement income planning, including long term care and life insurance, annuities, financial planning, Social Security planning, estate planning, and wealth management.

The business also works with small business owners in a variety of fields, including construction and non-profit, assisting in the design, implementation, and servicing of qualified retirement programs, including 401(k), 403(b), money purchase, SEPs, and SIMPLE IRA plans. They also provide educational seminars for employers and employees.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

The following Government Agency(s) or Association(s) may be able to provide you additional information:

BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

Everest Financial, Inc.

Everest Financial, Inc.

BBB ACCREDITATION SINCE 10/28/1998

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