Robert Elliott

I’ve been a financial planner for almost 7-years.  I owned a small manufacturing facility in No. California for over 20-years serving the Food and Diary Processing Industry.

This business was built on relationships.  Decided to sell the business and move on into a field that I thought could build valuable relationships and use honest work to help people improve their future.

LICENSES & ACCREDITATIONS

  • Financial Planner
  • Retirement Specialist

AREAS OF EXPERTISE

  • RETIREMENT PLANNING
  • ANNUITIES
  • LIFE INSURANCE
  • LIVING BENEFITS
  • TAX-FREE RETIREMENT
  • LONG-TERM CARE INSURANCE

Robert Elliott

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