Dominic Maloni

Financial Advisor

Contact:

Office: (413) 539-2327

Mobile: Phone Number Unavailable

Practice Snapshot

How I Help:

Investment Strategies

Who I Help:
  • Families
  • Businesses

About Me:

I focus my practice on the retirement planning, risk management and investment management needs of families and business.

Prior to joining Charter Oak, I worked for another large financial services company.

A tailored approach

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

Unique perspectives

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.

Authentic relationships

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.