WATERFORD CONN. – Golam Ahmed, who has spent more than 30 years in the financial services industry, has joined Charter Oak Retirement and Investment Services as its newest Financial Advisor.
He has extensive experience in a broad range of banking and financial services, including branch management, mortgage and commercial lending, and financial wealth management.
“I’m looking forward to working with Charter Oak’s members to help them reach their financial goals by carefully developing a financial plan that aligns with their specific needs, experience, and time horizon,” Ahmed said.
He will work with Charter Oak’s members to create a customized plan to achieve three important financial goals: wealth accumulation during the working years, security and independence at retirement, and the transfer of assets in the most advantageous tax-efficient manner.
“Regardless of where Charter Oak members are in their life, I’ll work with them collaboratively to help them create and achieve their overall financial goals,” he said.