Charter Oak Financial
Brian Feeley is a seasoned financial services professional currently serving as a Client Relationship Specialist at Charter Oak Financial since September 2022. With a focus on helping individuals, groups, and families navigate wealth management and risk mitigation, Brian utilizes the extensive resources provided by the Mass Mutual-backed firm. Prior to this role, Brian garnered experience at Prudential Financial from October 2017 to August 2022 as a Financial Services Professional, and held the position of Account Manager at Saeguard PPBS between 2015 and 2016. Brian also served as VP of Sales at Eagle Point Financial from January 2008 to January 2011, emphasizing lead generation and client acquisition. Educational background includes studies at Sacred Heart University, Fairfield University, and CT State Norwalk, culminating in a graduate achievement recognized by awards in varsity sports and arts from Staples High School.
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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.