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MassMutual financial professional.

Anthony (TONY) Borelliemail

516-391-0300

Anthony (TONY) Borelliemail

516-391-0300

Charter Oak Financial: The Melville Office

48 South Service Rd, Suite 400
Melville, NY 11747-2335
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Professional Story

Knowlege is the key to a successful financial future.

I pride myself on getting to know each client very well in order to understand their individual needs and what matters most to them.

I am committed to building long-term relationships helping clients reach their goals.

Drawing on my knowledge, experience and world-class tools, I help build financial freedom for my clients.

My personal goal is to serve as a lifetime resource for each and every client.

Education

American College ChFC, NYU Brooklyn Polytechnic MS Management Science, NYU Brooklyn Polytechnic MSEE, CCNY BEE

Hobbies

Music, Tennis, Golf

Affiliations & Memberships

HIA-LI (Hauppauge Industrial Association), LIASB (Long Island Association for Small Business), Northport Tennis Club

Community Involvement

Co-Chair Business Development Committee, HIA_LI, Board member and Treasurer, Northport Tennis Club

Languages: English

Credentials: LUTCF®, ChFC®, MS

Specialties:Insurance Strategies, Business Succession Planning, Risk Management Strategies, Retirement Income Planning, Retirement Strategies, Financial Education, Group Benefits, Estate Planning, College Funding Strategies, Investment Strategies, Business Owners, Financial Planning

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

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