Focus: Insurance Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Business Owners, Investment Strategies
Garrett Macklosky is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Garrett focuses his practice on the risk management, retirement planning, estate planning, income protection planning and asset allocation with individuals, small business owners, families, and professionals such as: accountants, lawyers and teachers.
Prior to joining Charter Oak, Garrett spent five years at Travelers Insurance as a business analyst before spending the last two years as a financial services professional at another financial company.
Garrett graduated from Central Connecticut State University in 2016 with a degree in economics and a minor in philosophy. Outside of the office, Garrett is involved with a Business Networking International (BNI) group and in his spare time enjoys: skiing, hiking, playing the piano, visiting art museums, watching classic movies and indulging in a fine glass of wine.
Garrett is a longtime resident of Bristol, CT.
• Risk Management
• Retirement Planning
• Estate Planning
• Income Protection
• Asset Allocation
• Business Networking International (BNI)
Check the background of this investment professional on FINRA’s BrokerCheck
2321 Whitney Avenue Suite 402
Hamden, CT 06518