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December 12, 2024
By Jenna Stepleman
New York

Caleb Smith

Back to search Caleb Smith Back to search Financial Services Professional 12948 NYS, Rt 9N | Jay, New York 12941 | M: 518-314-5698 csmith@charteroakfinancial.com Let's TalkReady t

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August 15, 2024
By Jenna Stepleman
ConnecticutNew York

Jaclyn Marinazzo

Back to search Jaclyn Marinazzo Back to search Financial Advisor 501 Merritt 7, 5th Floor | Norwalk, Connecticut 06851 O: 516) 643-3817 Jmarinazzo@charteroakfinancial.com Linkedin

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June 5, 2024
By Jenna Stepleman
New York

Jose Itzkowitz

Back to search Joe Itzkowitz Back to search Financial Representative 48 South Service Road, Suite 400 | Melville, New York 11747 O: 631-873-8651 | M: 631-873-8651 jitzkowitz@chart

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May 14, 2024
By Jenna Stepleman
New York

Chris Barle

Back to search Chris Barle Back to search Financial Representative 48 South Service Road | Melville, New York 11747 O: 516-916-7045 | M: 516-508-8666 cbarle@charteroakfinancial.co

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February 8, 2024
By Jenna Stepleman
Vermont

Margaret (Peg) C. Thomas

Back to search Margaret (Peg) Thomas Back to search Financial Representative 51 Bank St., Ste. 1, PO Box 469 | Saint Albans,, Vermont 05478 | M: 802-524-0011 | F: 802-524-1846 ma

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January 23, 2024
By Jenna Stepleman
New York

Zack LaFave

Back to search Zack LaFave Back to search Financial Representative 24 Century Hill Dr, Suite 105 | Latham, New York 12110 O: 518-220-3057 zlafave@charteroakfinancial.com Let's Talk

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December 19, 2023
By Jenna Stepleman
New York

Theodore Rogu, MBA

Back to search Theodore Rogu Back to search Financial Advisor 48 South Service Road,, Suite 400 | Melville, New York 11747 trogu@charteroakfinancial.com Let's TalkReady to schedule

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September 18, 2023
By Jenna Stepleman
New York

Brendan Conlon

Back to search Brendan Conlon Back to search Financial Representative 48 South Service Road, Suite 400 | Melville, New York 11747 O: 516-779-1636 BrendanConlon@financialguide.com L

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February 21, 2023
By Jenna Stepleman
New York

Tristan Parrotte

Back to search Tristan Parrotte Back to search Financial Professional 105 West Bay Plaza | Plattsburgh, New York 12901 O: (518) 563-0391 | M: (518) 563-0465 tparrotte@financialgui

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January 19, 2023
By Jenna Stepleman
New York

Tony Borelli

Back to search Tony Borelli Back to search Registered Representative 48 South Service Road, Suite 400 | Melville, New York 11747 O: (516) 391-0300, Ext. 0396 aborelli@financialguid

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