Financial Services
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Tim CarlinFinancial Services Professional
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As a member of Premier-Source Credit Union, you will recieve a free financial consultation through DiStefano Financial Group LLC. They can guide you through:
Investments
- IRAs
- Fixed and Variable Annuities
- College Tuition Funding Programs
- Mutual Funds, Securities Brokerage and Investment Products
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Planning Strategies
- Retirement Planning
- Retirement Income Needs Planning
- Estate Analysis & Charitable Giving
- Tax Reduction Strategies
About Tim Carlin
As a Financial Services Professional, Tim Carlin, is committed to helping you improve your long-term financial success. His customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service. Emphasis is placed on achieving financial goals as well as protecting against the unforeseen future.
Tim and his colleagues provide financial products and services to the family and business markets addressing both their protection and investment needs. He has worked in finance since graduating from North Adams State College in 1997 and provides the most comprehensive and personal service available, thus earning a reputation for excellence in the industry. His intentions are to offer superior financial services to the families and businesses of Massachusetts and Connecticut that are looking for sound financial guidance in an ever-changing environment.
Tim places a strong emphasis on building long-term client relationships and is known for his uncompromising integrity, excellence in service, teamwork, and responsiveness. His mission is to service each of his clients individually based on their specific goals. He strongly recommends a periodic review (at least annually) with clients to help ensure progress is on track.
The Charter Oak team continues to conduct comprehensive financial planning workshops at various locations throughout Massachusetts and Connecticut. If you would like more information on any of the upcoming workshops, please email Tim at tcarlin@finsvcs.com Tim is an East Longmeadow native and still resides in town with his wife, Andrea, and their daughter, Kayla.
