Focus: Insurance Strategies, Business Owners, Investment Strategies
Phil Davey is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Phil focuses his practice on the risk management and retirement planning needs of small business owners, families and individuals.
Prior to joining Charter Oak, Phil worked for another large financial services company for four years. He is a veteran of the United States Marine Corps where he served as a Chemical, Biological, Radiological and Nuclear Specialist for four years.
Outside of the office, Phil enjoys playing a round of golf on the links, baking and grilling with friends and collecting watches.
Phil, one of three boys, grew up in Winsted, CT and currently resides in Norwich, CT.
• Risk Management
• Retirement Planning
• Business Needs Analysis
• Insurance Strategies
• Navy-Marine Corps Relief Society (NMCRS)
Check the background of this investment professional on FINRA’s BrokerCheck
2321 Whitney Avenue Suite 402
Hamden, CT 06518