Focus: Insurance Strategies, Investment Strategies, Business Owners
Mike DeGregorio is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Mike focuses his practice on holistically helping business owners, medical professionals, families and police and fire professionals protect their most valuable assets while preparing and saving for a worry-free retirement.
Prior to joining Charter Oak, Mike was an agent with New York Life and New York Life Securities. His 13-year financial services career has also included roles at People’s United Bank, Royal Bank of Scotland and Citizens Financial Group.
Mike is active in his church and his local Knights of Columbus Council. He’s also engaged in the Quinnipiac Chamber of Commerce’s Legislative Committee, helping bring the needs of the local business community to the attention of local and state representatives. Mike is an avid reader, and has developed a keen interest (some would call it an obsession) in CrossFit.
Mike and his wife, Anne, are Greater New Haven natives. They live in North Haven with their daughter, Isabella.
AREAS OF PRACTICE
Retirement Preparation and Investments
Protection Planning (Life and Disability Income Insurance)
Business Risk Management
Knights of Columbus Council #14664
Quinnipiac Chamber of Commerce’s Legislative Committee
Check the background of this investment professional on FINRA’s BrokerCheck
2321 Whitney Avenue Suite 402
Hamden, CT 06518