portrait of Jeffrey L Atkinson
FINANCIAL ADVISOR

Jeffrey L Atkinson

CFP®, CLU®, AAMS™
505 West Loveland Ave, Loveland, OH 45140opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Spending Time with Family
  • Traveling

Team Members

  • Chris Carter
    Sr. Branch Office Administrator
  • Beth Armstrong
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(513) 697-6111

Fax

(888) 472-0834

Office Address

505 West Loveland Ave
Loveland, OH 45140opens in a new window

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