Charter Oak Financial - The Latham Office

Satellite Office

24 Century Hill Drive, Suite 105
Latham, NY 12110

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    MAIN OFFICE


    Our Financial Professionals

    1. Jeff Brecke

      LUTCF®

      Charter Oak Financial - The Latham Office

      Focus:

      • Insurance Strategies
      • Retirement Strategies
      • Risk Management Strategies

      Languages:

      • English
      • Rodney W. Brewer, II

        CFP®

        Charter Oak Financial - The Latham Office

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • Retirement Income Planning
        • Show More

        Languages:

        • English
        • Patrick Dalaba

          Charter Oak Financial - The Latham Office

          Focus:

          • Insurance Strategies
          • Business Owners
          • Retirement Strategies
          • Retirement Income Planning
          • Show More

          Languages:

          • English
          • John DeMaria

            ChFC®, CLTC®, CLU®

            Charter Oak Financial - The Latham Office

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Sharon T. DiLorenzo

              CPA*, CLU®, ChFC®, CPCU®

              Charter Oak Financial - The Latham Office

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Richard Eldridge

                Charter Oak Financial - The Latham Office

                Focus:

                • Insurance Strategies
                • Business Owners
                • LGBTQ
                • Investment Strategies

                Languages:

                • English
                • Mark Ferracane

                  Charter Oak Financial - The Latham Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Vincent Lecce

                    Charter Oak Financial - The Latham Office

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Todd J. McDonald

                      CFBS, CLTC®

                      Charter Oak Financial - The Latham Office

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Sember Miller

                        Charter Oak Financial - The Latham Office

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • DJ O'Connell

                          Charter Oak Financial - The Latham Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners

                          Languages:

                          • English
                          • Thomas Peabody

                            Charter Oak Financial - The Latham Office

                            Focus:

                            • Insurance Strategies
                            • Risk Management Strategies
                            • Business Succession Planning
                            • Retirement Strategies

                            Languages:

                            • English
                            • David Plagenza

                              Charter Oak Financial - The Latham Office

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Nicholas S. Preddice

                                Charter Oak Financial - The Latham Office

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Gary Sancilio

                                  Charter Oak Financial - The Latham Office

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Robert "Rob" Scrivens

                                    CFP®, AIF®

                                    Charter Oak Financial - The Latham Office

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Business Owners
                                    • Retirement Income Planning
                                    • Show More

                                    Languages:

                                    • English
                                  • Kyle Sumple

                                    Charter Oak Financial - The Latham Office

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • William Van Evera

                                      ChFC®, ChSNC™, CLU®

                                      Charter Oak Financial - The Latham Office

                                      Focus:

                                      • Insurance Strategies
                                      • Special Care

                                      Languages:

                                      • English
                                      • Paul Wajda

                                        LUTCF®, CLTC®, CAS™

                                        Charter Oak Financial - The Latham Office

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                      CRN202109-253382