Charter Oak Financial - The Melville Office

Satellite Office

48 South Service Rd, Suite 400
Melville, NY 11747-2335

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    MAIN OFFICE


    Our Financial Professionals

    1. Joseph "Joe" Cardona

      Charter Oak Financial - The Melville Office

      Focus:

      • Insurance Strategies
      • Student Loan Refinancing
      • Military
      • Risk Management Strategies
      • Show More

      Languages:

      • English
      • Frank Cirasola

        CFBS

        Charter Oak Financial - The Melville Office

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • Kevin Conlon

          CLU®, CLTC®, LUTCF®

          Charter Oak Financial - The Melville Office

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Keith C. Cuomo

            CFBS

            Charter Oak Financial - The Melville Office

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • LGBTQ
            • Show More

            Languages:

            • English
          • Barry E. Epstein

            CLU®, ChFC®, CLTC®, CFBS

            Charter Oak Financial - The Melville Office

            Focus:

            • Insurance Strategies
            • Business Owners
            • Investment Strategies
            • Estate Planning
            • Show More

            Languages:

            • English
            • Deanna Filosa

              CLU®, ChSNC™, CFC

              Charter Oak Financial - The Melville Office

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Edgar Hernandez

                Charter Oak Financial - The Melville Office

                Focus:

                • Insurance Strategies
                • Estate Planning
                • Risk Management Strategies

                Languages:

                • English, Spanish
                • Brian Krantz

                  Charter Oak Financial - The Melville Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Nino V. Luciano

                    JD**

                    Charter Oak Financial - The Melville Office

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Michael S. Madden

                      Charter Oak Financial - The Melville Office

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Robert S. Madden

                        CFP®, ChFC®, CLTC®, CLU®

                        Charter Oak Financial - The Melville Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners

                        Languages:

                        • English
                        • Steven Mense

                          Charter Oak Financial - The Melville Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Neil Nissen

                            Charter Oak Financial - The Melville Office

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Paul Pierre

                              Charter Oak Financial - The Melville Office

                              Focus:

                              • Insurance Strategies
                              • Business Owners
                              • Estate Planning
                              • Retirement Income Planning

                              Languages:

                              • English
                              • Christopher Pollina

                                CFP®

                                Charter Oak Financial - The Melville Office

                                Focus:

                                • Insurance Strategies
                                • Business Owners

                                Languages:

                                • English
                                • Robert Rivera

                                  LUTCF®

                                  Charter Oak Financial - The Melville Office

                                  Focus:

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

                                  Languages:

                                  • English, Spanish
                                  • Raphael Rothberger

                                    Charter Oak Financial - The Melville Office

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Kasie Serafin

                                      Charter Oak Financial - The Melville Office

                                      Focus:

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

                                      Languages:

                                      • English, Polish
                                      • Sean Silvio

                                        Charter Oak Financial - The Melville Office

                                        Focus:

                                        • Insurance Strategies
                                        • Business Owners

                                        Languages:

                                        • English
                                        • Dewaan Singh

                                          LUTCF®

                                          Charter Oak Financial - The Melville Office

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Janice Smith

                                            CLU®, CLTC®, ChSNC™

                                            Charter Oak Financial - The Melville Office

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies
                                            • Business Owners
                                            • LGBTQ
                                            • Show More

                                            Languages:

                                            • English
                                            • Seth W. Smith

                                              LUTCF®

                                              Charter Oak Financial - The Melville Office

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies
                                              • Financial Education
                                              • Retirement Income Planning
                                              • Show More

                                              Languages:

                                              • English
                                              • Brad Somma

                                                LUTCF®

                                                Charter Oak Financial - The Melville Office

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Michael Sparks

                                                  Charter Oak Financial - The Melville Office

                                                  Focus:

                                                  • Business Owners
                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Linda Travis

                                                    Charter Oak Financial - The Melville Office

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Business Owners
                                                    • Financial Education
                                                    • Business Succession Planning
                                                    • Show More

                                                    Languages:

                                                    • English
                                                    • Zach Tsakiris

                                                      Charter Oak Financial - The Melville Office

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Estate Planning
                                                      • Business Owners
                                                      • Special Care
                                                      • Show More

                                                      Languages:

                                                      • English
                                                      CRN202109-253382