Jeff Brecke

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Retirement Strategies, Risk Management Strategies

Languages: English

Jeff Brecke is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Jeff focuses his practice on the retirement distribution strategies, wealth accumulation and estate preservation with individuals, families and business owners.

Prior to joining Charter Oak, Jeff worked at American Senior Benefits. His 26-year career in the financial services industry has included roles at Prudential, Altura Credit Union and Retirement Benefits Consulting.

Outside of the office, Jeff is a member of the Greene County Chamber of Commerce. In his spare time, Jeff enjoys golfing, hiking and salt-water sportfishing.

Jeff resides in West Coxsackie, NY with his wife, Diane and their yellow labrador, Maya.

Practice Areas
• Asset Protection
• Retirement Planning
• Estate Preservation
• Risk Management

Business/Civic Activities
• Greene County Chamber of Commerce, Member

See Jeff’s Licenses and Disclosures

Contact Jeff

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Charter Oak Financial - The Latham Office

Satellite Office

24 Century Hill Drive Suite 105
Latham, NY 12110

CRN202101-243003