Business ProfileforEverest Financial, Inc.
Additional business information
At-a-glance
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Overview
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.
Business Details
- Location of This Business
- 305 Artillery Park Dr Unit 202, Crescent Spgs, KY 41017-2794
- BBB File Opened:
- 5/31/1995
- Years in Business:
- 32
- Business Started:
- 1/1/1992
- Accredited Since:
- 10/28/1998
- 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
These agencies may include:
FINRA
1735 K Street, NW
Washington DC 20006
- Type of Entity:
- Partnership
- Business Management
- Mr. Joseph Duffey, Owner
- Contact Information
Principal
- Mr. Joseph Duffey, Owner
- Additional Contact Information
Fax Numbers
- (859) 292-3343Primary Fax
Email Addresses
- Primary
- (859) 292-3343
Customer Complaints
0 Customer Complaints
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