Professional Story

Insurance Strategies

English

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

MM202503-300856

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Charter Oak Financial: The Holyoke Office

330 Whitney Avenue #600 Holyoke, MA 01040
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Charter Oak Financial: The Holyoke Office Office