125 Years

Our Professionals

Charter Oak’s team consists of financial services professionals who specialize in providing custom-tailored financial solutions to individuals, families and large and small businesses.

Our professionals are former business owners, CEOs, journalists, musicians and scholars, to name a few. We believe the diversity of our experiences helps us to understand better the unique situations you face every day.

Benefit from Our Network

At Charter Oak Insurance & Financial Services, Co., it is our goal to help you realize your financial success by providing the products and services you need. It is important to note that financial services professionals are able to provide certain services, such as financial planning services, only if they are licensed to do so. Our team will work with other financial services professionals, when necessary, to help you reach your financial goals.

Charter Oak has also built a network of trusted alliances with banks, law firms and accounting firms throughout the Northeast that, when called for, supplements the knowledge and expertise of our own specialists and professionals. These collaborations help us to give you access to resources you may not otherwise get elsewhere. They’re one more way you and Charter Oak can be stronger together.