MassMutual financial professional.

DJ O'Connellemail

Charter Oak Financial: The Latham Office

24 Century Hill Drive Suite 105
Latham, NY 12110

  • Professional Story

    PROFESSIONAL BACKGROUND

    DJ O’Connell is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. DJ focuses his practice on business planning and succession planning, retirement strategies and income protection.

    Prior to joining Charter Oak, DJ was an advisor with New York Life.

    Outside of work, DJ uses his experiences as an All-American and a three-time NCAA and NJCAA lacrosse champion to give back to the community. He is volunteer coach, both for Colonie varsity lacrosse and the local Challenger program, which gives children with special needs the opportunity to participate in a variety of sports throughout the year.

    DJ enjoys spending his free time hanging out with his dog, Brody, spending time with family and friends and golfing whenever he can.


    AREAS OF PRACTICE
    Business Planning
    Succession Planning
    Retirement Strategies
    Income Protection Strategies

    BUSINESS/CIVIC ACTIVITIES
    Colonie Varsity Lacrosse, Coach
    Challenger Sports, Coach

     

     

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners

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

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