Anthony Geary is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. Anthony focuses his practice on the retirement planning, income + protection strategies, wealth accumulation, life insurance and student loan refinancing needs of individuals, families and small businesses.
A graduate of Western New England University, Anthony earned his degree in finance while being a member of the golf team. Following his graduation from WNE, Anthony interned at Berkshire Bank as a commercial credit analyst. Prior to joining Charter Oak, Anthony worked as a registered securities principal for MassMutual for two years.
Outside of the office, Anthony is an avid sports fan, who loves watching Boston-based sports teams, golfing, hiking, real estate and fantasy football.
Anthony resides in Springfield, MA.
• Retirement Planning
• Income + Protection Strategies
• Wealth Accumulation
• Life Insurance
• Student Loan Refinancing
Western New England University (2013-2017)
- Insurance Strategies
- Investment Strategies
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Anthony’s Licenses and Disclosures