Summary
Everest Financial Inc
Founded in 1996
Description
Everest Financial is a financial advisory firm located in Fort Mitchell, KY. We specialize in building long-term, trusted relationships with our clients while working to pursue their financial goals. Our team, led by Joseph Duffey, CLU, NSSASM, RICP,...
Strengths
- Everest Financial Inc has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Everest Financial Inc was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Everest Financial Inc's annual revenue
$1070000
Based on Kona Equity data
-
Revenue per employee
$267500
-
Variance of revenue growth
213.49
-
Annual revenue growth since founding
$41153
-
Revenue growth rate from first known quarter to current
7.0%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
3240.0%
Executives
Beth Duffey
Office Manager
b**@everestfinancial.netJoseph Duffey
Insurance Agent
j**@everestfinancial.netGehad Youssef
Asset Management and Retirement and Income Planning and College Planning
g**@everestfinancial.netLisa Richards
Sales Associate
l**@everestfinancial.netRichard Kohls
Market Researcher
r**@everestfinancial.netLi-Fen Grozier
Manager, Finance
l**@everestfinancial.netRachel Ip
Personal Assistant
r**@everestfinancial.netG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Everest Financial Inc
- Category: Investment management
- Industry: Financial Planner
- SIC: 73; 738
- NAICS: 561499; 56149
See similar companies
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By City Ft Mitchell Small Financial Planner in Ft Mitchell Mid-size Financial Planner in Ft Mitchell Investment management in Ft Mitchell Small Investment management in Ft Mitchell Mid-size Investment management in Ft Mitchell
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By State KY Small companies in KY Investment management in KY Small Investment management in KY Mid-size Investment management in KY Small Financial Planner in KY Mid-size Financial Planner in KY
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 5 Founded in 1996 SIC: 73 SIC: 738 NAICS: 561499 NAICS: 56149 #Brokerage #Finance
Frequently Asked Questions
Everest Financial Inc's headquarters are located at 305 Artillery Park Dr., Ste. 202 202 Ft Mitchell, KY 41017.
Everest Financial Inc's official website is everestfinancial.net
Everest Financial Inc's annual revenue is $1.1 M.
Everest Financial Inc's SIC: 73; 738
Everest Financial Inc's NAICS: 561499; 56149.
Everest Financial Inc has 4 employees
Everest Financial Inc is in the industry of Investment management.
