Kevin J Conlon, CLU, CLTC
Financial Advisor at Charter Oak Financial- Claim this Profile
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Bio
Rosamaria P.
It was a pleasure working with Kevin on senior management life insurance policies. His guidance and recommendations were invaluable. He is very hands on and ensures all questions are answered in a timely fashion and with great accuracy. I recommend his services to anyone who is looking for someone in his field.
Rosamaria P.
It was a pleasure working with Kevin on senior management life insurance policies. His guidance and recommendations were invaluable. He is very hands on and ensures all questions are answered in a timely fashion and with great accuracy. I recommend his services to anyone who is looking for someone in his field.
Rosamaria P.
It was a pleasure working with Kevin on senior management life insurance policies. His guidance and recommendations were invaluable. He is very hands on and ensures all questions are answered in a timely fashion and with great accuracy. I recommend his services to anyone who is looking for someone in his field.
Rosamaria P.
It was a pleasure working with Kevin on senior management life insurance policies. His guidance and recommendations were invaluable. He is very hands on and ensures all questions are answered in a timely fashion and with great accuracy. I recommend his services to anyone who is looking for someone in his field.
Credentials
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Certified in Long Term Care (CLTC)
CLTC -
Life Underwriter Training Council Fellow (LUTCF®)
FINRA -
Series 6
FINRA
Experience
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Charter Oak Financial
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United States
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Jan 2020 - Present
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Nov 2001 - Present
My expertise in financial services has allowed me to service numerous clients around the Metropolitan Area, helping them achieve their goals and working through obstacles that may stand in the way of building a financial future. My goal is to maintain a long-term relationship with my clients, helping them adapt and refine financial strategies throughout a lifetime. I am licensed to sell insurance in: N.Y. Ct., N.J., Fl., De., Ca., and securities in:N.Y., Fl., N.J., . I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 48 South Service Road Suite 400 Melville, N.Y. 11747 516-391-0300. Show less
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Phoenix Life Insurance Company
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United States
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Financial Services
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100 - 200 Employee
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Financial Services Professional
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Jan 1979 - Nov 2001
Our focus is assistng individuals and business owners to understand how life and disability insurance are essential tools and the foundation of financial security. We then assist in implementing the recommendations we have made. Our focus is assistng individuals and business owners to understand how life and disability insurance are essential tools and the foundation of financial security. We then assist in implementing the recommendations we have made.
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Education
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The American College of Financial Services
Chartered Life Underwriter (CLU®)
Community
