About
Important information
- Additional Info:Everest Financial previously operated under the name The Alliance Financial Group.
Overview
Everest Financial, Inc.
305 Artillery Park Dr Unit 202
Crescent Spgs, KY 41017-2794
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 3:00 PM |
| Saturday | By Appt. Only |
| Sunday | By Appt. Only |
BBB Accreditation & Rating
About This Business
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, life insurance, annuities, financial planning, Social Security and 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 Accredited Since: 10/28/1998
Years in Business: 34
Photos and Videos
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 5/31/1995
- Business Started:
- 1/1/1992
- Type of Entity:
- Partnership
- Business Management:
- Mr. Joseph Duffey, Owner
Additional Contact Information
- Principal Contacts
- Mr. Joseph Duffey, Owner
- Fax numbers
- Primary Fax: (859) 292-3343
- Additional Email Addresses
- Primary: Email this Business
Licensing information
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
Additional Information
- Other Resources
- 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.
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