Charter Financial Group, Inc Information
Contact top employees from
Charter Financial Group, Inc
Summary
At Charter Financial Group, we specialize in the mature market. Our veteran leadership team and agents specialize in serving the "Greatest Generation". We currently have offices throughout Southern N...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Medicare Planning, Retirement Planning, Financial Advice, Lowering Health Care Liabilities
Contact Charter Financial Group, Inc
Organization Website
Phone Number
401-903-9000
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Charter Financial Group, Inc shows a diverse range of experience levels:
4% have been with the company for less than 1 year15% for 1–2 years8% for 3–4 years23% for 5–7 years12% for 8–10 years38% have over 11 years of service at Charter Financial Group, IncContact top employees from
Charter Financial Group, Inc
Kendra Carano
Retirement Specialist
Brian Mark
Life Health Insurance Agent
Paul Mercier
Insurance Advisor Specialist
Peter ONeil
Medicare Planning/Senior Advisor
Mark Medeiros
President
David Homsey
Associate Manager
David Resnik
Health/Life Insurance Broker
regina jeffries
cfc cash flow consultant
Veronica Toles
Note Broker
Morgan Kessler
Insurance Agent
Joseph Sylvia
Managing Partner
Pratik Patel
Refferal Agent
Eric Murphy
Insurance Broker
Jessica Medeiros
Independent Insurance Broker
David Wiech
Regional VP
Lindsay Baron
Retirement Specialist
Erik Wohlgemuth
Chief Operating Officer
Kerri Shwartz
Insurance Broker
James Harrigan
Salesperson
Nicole Schoolcraft
Life Health Insurance Agent
Jason Bates
Insurance Advisor Specialist
Kenneth Thomas
Regional Vice President
Devin Medeiros
Social Media Marketing Specialist
Dawn Sweeney
VP of Agency Development
Timothy Francy
Licensed Insurance Broker
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FAQ
Charter Financial Group, Inc operates in the Financial Services industries. More details can be found on the official website: thecharterfinancialgroup.com.
The headquarters of Charter Financial Group, Inc are located in Warwick, United States.
You can contact Charter Financial Group, Inc by phone at 401-903-9000.
Charter Financial Group, Inc currently employs 10-50 people.
