MassMutual financial professional.

Barry E. Epsteinemail

Charter Oak Financial: The Melville Office

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

  • Professional Story

    Barry Epstein is an Insurance and Financial Services Professional specializing in Insurance Strategies and Employee Benefits for Business Owners and High Net Worth Individuals. He helps his clients to protect the things that are most important to them and
    help coordinate their business and personal resources so they can be assured financial security at all times in their lives. Committed to continuing professional education, he has earned an MBA and the CLU, ChFC, LUTCF, CLTC, and CFBS designations.
     
    Areas of Specialization Include:
    • Corporate Health Insurance and Employee Benefits
    • Life Insurance Strategies: Review and Analysis
    • Disability Income and Long Term Care Insurance
    • Estate Planning
    • Business Succession Services
    • Employee Retention Strategies
    • Charitable Giving
     
    My experience, professionalism and commitment to client service can help assure that we meet your goals and objectives.

  • Languages:
    • English

  • Credentials:
    • CLU®
    • ChFC®
    • CLTC®
    • CFBS

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Estate Planning
    • Business Succession Planning
    • Charitable Giving

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

See Barry’s Licenses and Disclosures

Connect with Barry

*Fields are required

First Name is Required
Last Name is Required
Email is Required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.