Lou Giangrande
Financial Advisor @Charter Oak Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Charter Oak Financial
New York, NY, US
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:· Retirement income solutions· Estate strategies· Employee benefit and retention services· Business continuation strategiesI am licensed to sell insurance in: CA, CT, MA, NJ, NY, NC, MD, VT, RI, TX, SC, LA and PA. CA Insurance #: 0M21423
EDUCATION
Syracuse University
Bachelor's degree, Telvision, Radio, & Film
SKILLS
ABOUT LOU GIANGRANDE
I am a Financial Advisor with Charter Oak Financial, whose proud history dates back to 1886. I focus my practice on the financial planning, retirement planning, and risk management needs of families, individuals, businesses, and business owners.Prior to joining Charter Oak, I worked as a television producer for the History Channel’s “Pawn Stars” and “Alone”, Food Network’s “Best Thing I Ever Made” and the Discovery Channel’s “Yukon Men” among many other productions. Working for years in a freelance capacity forced me to be my own CEO, which helped me truly understand the impact and importance of being organized and having a plan.In partnering with the Heritage Team at Charter Oak Financial, I have built my practice based upon the principles of honesty, trust, and transparency, which has allowed me to empower my clients to confidently pursue their dreams.Outside of the office, I am an avid guitar player who loves performing. I also enjoys running, watching sports and films, and spending time with family.I live in Westchester County, NY with my wife, Annie and our two children.Practice Areas • Retirement Planning• Financial Planning• Risk ManagementInsurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. CRN20••••••••12
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.