MassMutual financial professional.

Charles Princeemail

Charter Oak Financial: The Melville Office

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

  • Professional Story

    I focus my practice on the risk and wealth management, and insurance, financial and investment planning needs of individuals, families and business owners.

    I have a passion for educating and motivating my clients to feel confident about their financial futures. Prior to joining Charter Oak, I spent a decade in professional investments for individuals and households.

    Outside of the office, I enjoy boxing and strength training, in addition to cooking and other outdoor activities. I also earned the highest achievement rank from the Boy Scouts of America, the rank of Eagle Scout.

    Practice Areas
    • Risk Management
    • Insurance Planning
    • Financial Planning
    • Investment Planning
    • Wealth Management

    Community Involvement

    Boy Scouts of America, Eagle Scout

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Risk Management Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Financial Education
    • Investment Strategies

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

See Charles’s Licenses and Disclosures

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