About Us
Get to know the team of dedicated professionals for your Retirement, Medicare, and Life Insurance Solutions
Why Choose Us?
Charter Financial Group of New England has won the trust of retirees throughout the region and beyond by constantly providing excellent advice, exceptional service, and customized retirement plans. Our independent approach guarantees that our recommendations are always in your best interests.
We Work With Over 80 Carriers To Ensure You Get The Best Coverage And Price
Our Expert Team
Meet the team that's here to support you every step of the way.
Jessica Medeiros
Insurance Broker
As a mother of three and a local ceramic artist, Jessica has instilled in her a deep appreciation for individual needs and careful craftsmanship. This translates directly to her work as an insurance broker, where she approaches each client with the same patience and dedication, creating tailored solutions with thoughtful precision.
Tim Francy
Insurance Broker
I'm retirement specialist who spends my time helping guide seniors through the Medicare process and make sure they are set up to enjoy their new stage in life.
Theresa Simmons
Customer support
Theresa Simmons is trained as an assistant and office administrator. She has worked for our office since 2014, where she manages our clients and provides assistance whenever they have problems.
Max Francis
Project Management
Max started with us as an intern while he was still at college and has since worked his way up the ranks. Last year he was promoted to Senior Project Manager.
Ready To Secure Your Retirement?
Don't wait any longer and schedule your customized, no-obligation insurance or retirement review today for more clarity about your financial future.