TAXES IN RETIREMENT WORKSHOP
March 26, 2019
Everest Financial Inc. and Joe Duffey bring over 20 years of financial knowledge to Peoples First Savings Bank. Joe is the president of Everest Financial, and has received CLU® designation. He serves his clients with the highest level of professionalism, and is required at all times to do the same for his clients as they would for themselves in similar circumstances. He and Everest Financial will take the time to understand your situation and help you to develop your financial plan. Providing top-flight financial services to the customer is Peoples First's overall goal, whether it’s the need for a simple guideline or a professional to invest your money and oversee the process.
Peoples First Savings Bank, partnered with Everest Financial Inc., will work with you side by side so that you are comfortable and confident in your financial decisions regarding retirement strategies, tax reduction, investments, estate strategies, health insurance, social security analysis, and many others. Building a trusted relationship with you and being your source for all things financial is what you can expect from us.
Disclaimer: Joseph Duffey, CLU®, RICP®, NSSASM, offers securities and advisory services through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member of FINRA & SIPC. Everest Financial, Inc., MAS, and Peoples First Savings Bank are not affiliated companies. Securities, Advisory Services, and Insurance Products are: NOT FDIC or NCUA Insured, NOT Bank or Credit Union Guaranteed, NOT a Bank Deposit, may lose value.
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