WE KNOW OUR ROOTS.

Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us.

The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 advisors serving the individuals, families, businesses and large institutions we’re privileged to call clients.

We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.

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MEANINGFUL IMPACT

How do you measure positive impact on a community?

From our perspective, it means making a difference in people’s lives through solutions that help secure their financial futures. This is the very reason our firm exists, and what our advisors strive for every day. By helping people achieve their goals, protect their families and set a path for financial security, we’re making a lasting impact in our own backyard.

In addition to the business-related ways our work gives back, we add value to our neighborhoods through grassroots alliances, sponsorships and hands-on involvement. The Charter Oak Fund, Charter Oak’s philanthropic arm, makes all of this possible. Learn more about the organizations we support.

1 An insured, owner, or payer of a MassMutual policy or contract. 2 Amount of individual life insurance in force as of 12/31/[17] related to products issued by Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001, and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company, Enfield, CT 06082-1981. 3 Amount of individual life insurance claims paid from 1/1/[17] to 12/31/[17] related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. 4 Amount of disability income insurance claims paid from 1/1/[17] to 12/31/[17] related to products issued by Massachusetts Mutual Life Insurance Company. 5 Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary. 6 The amount of dividends to eligible, participating whole life policyowners in 20[17]. Dividends are not guaranteed.
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NEWS

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