MassMutual financial professional.

Anthony "TONY" Borelliemail

Charter Oak Financial: The Melville Office

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

  • 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

See Anthony’s Licenses and Disclosures

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