MassMutual financial professional.

Anthony Gearyemail

Charter Oak Financial: The Holyoke Office

330 Whitney Avenue #600
Holyoke, MA 01040

  • Professional Story

    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.

    Practice Areas
    • Retirement Planning
    • Income + Protection Strategies
    • Wealth Accumulation
    • Life Insurance
    • Student Loan Refinancing

    Education

    Western New England University (2013-2017)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

  • Online Services

    • Check the background of this investment professional on FINRA's BrokerCheck

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