Geoffrey Croteau

Credentials:
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

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

See Geoffrey’s Licenses and Disclosures

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

Contact Geoffrey

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Charter Oak Financial

Main Office

330 Whitney Avenue Suite 600
Holyoke, MA 01040

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CRN202010-237706