Charter Oak Insurance and Financial Services Co. Expands Reach to Upstate New York, Bolsters Financial Planning Capabilities

January 18, 2018, Latham, N.Y.—Charter Oak Insurance and Financial Services Co. (Charter Oak), a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), has aligned with former MetLife office PlanWell Wealth and Risk Management and MassMutual Albany to establish offices in Latham and Saratoga Springs, New York.

The combination brings together the financial planning strengths of PlanWell and MassMutual Albany with Charter Oak’s insurance planning capabilities to create one of the largest and most comprehensive financial services firms in the area. Both Latham and Saratoga will operate under the Charter Oak brand. The firm also has regional satellite offices in Albany, Clifton Park, Glens Falls, Kingston, and Plattsburgh.

Peter Novak, a general agent of Charter Oak, said: “The complement of our strengths and our shared commitment to service is to the benefit of not only our clients but also to advisors elsewhere in the region seeking to build their practices on a more dimensional platform.”

The Latham and Saratoga Springs offices are led by managing directors Michael LaPage and Deborah Rojas and are located at:

24 Century Hill Drive, Suite 105
Latham, NY 12110
Tel: (518) 220-3000

227 Washington St., Suite 1B
Saratoga Springs, NY 12866
Tel: (518) 886-9593

Learn more here.