Barry E. Epstein

  • CLU®
  • ChFC®
  • CLTC®
  • CFBS

Focus: Insurance Strategies, Business Owners, Investment Strategies, Estate Planning, Business Succession Planning, Charitable Giving

Languages: English

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.

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Charter Oak Financial - The Melville Office

Satellite Office

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