MassMutual financial professional.

Geoffrey Croteauemail

Charter Oak Financial: The Holyoke Office

330 Whitney Avenue Suite 600
Holyoke, MA 01040

  • Professional Story

    Geoffrey Croteau is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. Geoff focuses his practice on risk management and retirement planning for business owners and families.

    Prior to joining Charter Oak, Geoff was a member of the United States Marine Corps and a real estate broker.

    Outside of the office, Geoff is involved with the Beavers Club of Western Mass and the Marine Corps League. Geoff, an avid dog lover, enjoys spending his time fishing, painting and watching his favorite teams, the New England Patriots and the Boston Red Sox.

    Areas of Practice

    Life Insurance
    Retirement Planning—401k + Simple IRA
    Retirement Income Planning—Managed Money + Annuities

    Business/Civic Activities

    Beavers Club of Western Mass., Member + Former President
    Marine Corps League

  • Languages:
    • English

  • Credentials:
    • CLTC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

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

See Geoffrey’s Licenses and Disclosures

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