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MEMBER PROFILE

 

Peter Marengo

Charter Oak Financial

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Peter
Last name
Marengo
Suffix
CLTC
Title
Financial and Insurance Advisor
Company
Charter Oak Financial
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Purchase
State
New York
 

PROFILE INFORMATION

Call me when
A small business or professional practice needs guidance on benefits and executive planning strategies
Why I/we support XPX
Because professionals cannot grow without cooperative engagement
Profession
  • Accountant
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Employee engagement/ retention
  • Family business
  • Investments
Client Industry(ies)
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
Professional Certification(s)
CLTC
In Business Since
1991
How to contact
Peter D. Marengo, CLTC
Business Focus
Strategic integration of insurance in a growing company
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