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Tim O'connell

Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor at Charter Oak Financial

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Managing a personal & worksite benefits financial services practice in the areas of risk management and investment planning. Taking my clients through a process driven approach focused on...

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CHARTER OAK FINANCIAL

CHARTER OAK FINANCIAL

  • description Description
    Being both a throwback and an innovator wasnt part of some big strategic plan. Its something thats always been part of us. The whole story began in 1886, when we occupied a single-room office...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Charter Oak Financial Org Chart and Mapping

Employees

Kathleen Dougherty

Compliance and Investment Associate

William Miner

Financial Services Professional

Megan Langton

New Business Specialist

Keavy Bedell

Financial Services Professional

Tim O'Connell

Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor

Frequently Asked Questions Regarding Tim O'Connell

Answer: Tim O'connell works for Charter Oak Financial as Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor

Answer: Tim O'connell’s role in Charter Oak Financial is Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor

Answer: Tim O'connell's email address is t***@gmail.com

Answer: Tim O'connell's business email address is t****@charteroakfinancial.com

Answer: Tim O'connell’s direct phone number is (***)-***-****

Answer: Tim O'connell works in the industry of: Financial Services

Answer: Tim O'connell is the current Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor at Charter Oak Financial.... Read More

Answer: Tim O'connell works Charter Oak Financial located at 330 Whitney Avenue, Holyoke, , 1040, Massachusetts, United States

Answer: Charter Oak Financial's Cfbs® Financial Advisor | Fiduciary | Worksite Benefits Advisor is Tim O'connell

Answer: Tim O'Connell contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@charteroakfinancial.com

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