Charter Oak Financial
Anthony Geary is an experienced financial professional currently serving as a Financial Advisor at Charter Oak Financial since July 2020, focusing on assisting families and business owners in achieving financial freedom. Prior to this role, Anthony held the position of Registered Securities Principal at MassMutual from June 2018 to July 2020, where responsibilities included conducting suitability reviews and fostering relationships with financial advisors in the mid-Atlantic region. Anthony began the career journey as a Commercial Credit Analyst Intern at Berkshire Bank and further developed skills as a Financial Advisor Intern at Income Works. Anthony holds a Bachelor of Science degree in Finance from Western New England University, completed in 2017, and graduated from East Longmeadow High School in 2013.
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Charter Oak Financial
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.