Jason N.

Financial Services Professional at Charter Oak Financial

Jason N. is a Financial Services Professional at Charter Oak Insurance and Financial Services since March 2018, specializing in total financial needs analysis with expertise in retirement analysis, estate strategies, employee benefit services, business continuation strategies, and trust services. Jason N. is licensed to sell insurance in Massachusetts, New York, and Vermont. Previously, Jason N. worked as a Life and Health Insurance Agent at Benefits Resource Group in Vermont from January 2016 to April 2018. Jason N. holds a Bachelor’s Degree in Criminal Justice/Police Science from Southern Vermont College, earned from 1997 to 2001.

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