Eric Shupe

Eric Shupe

Registered Representative

Phone: 513.544.4032
Fax: 513.791.0403
E-mail:
 

Mission Statement:

To help my clients successfully live the one life they have by confidently providing quality financial advice.

Personal & Professional Qualifications:

I have been in the financial industry since 1998.  I am licensed with the Series 6, 63, and 65.  I have the Certified Retirement Counselor designation and I am an Investment Adviser Representative.  

Company History:

I have been with Legend since November of 2010.  

Company Specialty:

Crafting financial plans for individuals, including Life Insurance, Disability, and Long-Term Care Planning.  Establishing and maintaining group retirement plans.  

Specialty Services:

  • Retirement planning
  • Disability insurance
  • Long term care
  • Employee benefits
  • Life insurance

I consult with tax and estate planners on each individual's behalf.