Robert Elrod CLTC LUTCF®
Financial Advisor
8833 Cincinnati Dayton Road, Suite 105
West Chester, OH 45069
Robert has been a financial advisor for over 25 years. His experience and training enable him to help families and business owners achieve their long-term financial goals through comprehensive individualized strategies. He works closely with clients to help ensure that the financial products and services that he provides, match their needs, priorities and changing financial situations.
Professional Products & Services:
Personal and Family Needs:
- Investments
- Personal Life Insurance
- Estate Conservation Strategies
- Wealth Accumulation Strategies
- Disability Income Insurance
- Long Term Care Insurance
- Retirement Funding Strategies
- College Funding Strategies
Business Needs:
- Small Business Consultation
- Employee Benefits, 401K plans
- Buy Sell Agreements & Key Person Insurance
- Qualified and Non- Qualified Retirements
- Group Life Insurance
Robert holds a series 6 and 63 securities registration and is an LUTC and CLTC Graduate of The American College. Outside of work, Robert is a life-long resident of Cincinnati and blessed and proud to be married to his wife Julie and has three grown children. Robert is an active member of his church, and he also enjoys attending car shows, concerts, golfing, yard work, bicycling and hiking.
Robert D. Elrod is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555. CRN202209-271904
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