Karl Elsass, CFP®, ChFC, MBA Karl holds the CERTIFIED FINANCIAL PLANNER™ designation and earned his MBA in finance from the University of Akron after receiving his business degree from Bowling Green State University. He holds the Series 6, 7, 24, 63 & 65 registrations and is licensed to sell securities and insurance in a number of states.
Karl began his relationship with Community One Credit Union and its members in 1996. He offers a wide variety of products to help members with all types of financial needs. Please contact Karl toll free at 800.886.8334 or email firstname.lastname@example.org for an appointment or information on any of the following areas:
♦ Retirement Analysis ♦ Educational Planning ♦ Insurance Analysis ♦ Estate Planning/Wealth Transfer ♦ Charitable Giving ♦ Long-term Care Investments
♦ Mutual Funds ♦ Fee-based Money ♦ 529/Educational Accts ♦ Brokerage Accts Management ♦ Traditional / Roth IRA ♦ Variable Life & Annuities ♦ 401k/Pension/IRA Rollovers Insurance
♦ Term Life Insurance ♦ Medicare Supplements ♦ Whole Life ♦ Fixed Annuities ♦ Disability Income ♦ Second to Die ♦ Universal Life ♦ Long Term Care Policies Business Plan
♦ 401k/403b ♦ Defined Benefit ♦ SEP IRA ♦ Key Person Coverage ♦ Deferred Compensation ♦ Profit Sharing ♦ SIMPLE IRA ♦ Buy/Sell Coverage ♦ Business Continuation Planning
*Please check out our website at www.elsass-efg.com for a complete list of states Karl is licensed in and for further information on the products listed above. Our website also offers financial tools, such as calculators, insurance quotes, market summary, stock quotes and for current clients – you can now view your accounts online! Be sure to bookmark our website and drop us an email to let us know what you think!
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Community One Credit Union, and EFG are not affiliated. Non-deposit investment products: are not FDIC or NCUA insured, are not obligations of or guaranteed by the credit union, involve investment risk, and may lose value. Office of Supervisory Jurisdiction located at: 125 W. Boyer, Wadsworth, OH 44281 Phone: 330.336.9292.