Robert Houle, CFBS

330 Whitney Avenue, Suite 600
Holyoke, Massachusetts 01040O: (413) 539-2332M: (413) 626-3403F: (413)

Professional Background

Rob Houle is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. As both a representative of Charter Oak and the owner of Unity Financial + Insurance Group, Rob focuses his practice on asset protection and retirement planning for business owners, in addition to guiding them on employee benefits for their teams.

A firm believer in giving back to the community both in and outside of work, Rob dedicates significant time to numerous causes. He runs two nonprofits that honor fallen soldiers; heads a mentorship program for at-risk youth; coaches youth basketball and football; and serves on the planning board of the Chicopee Boys and Girls Club.

Additionally, he is a member of the West Springfield Rotary Club and the West of the River Chamber, and serves on the NAIFA Scholarship

Rob, his wife and two children live in Feeding Hills, MA.

Areas of Practice

  • Asset Protection
  • Employee Benefits
  • Retirement Planning

Business / Civic Activities

Captain John W. Maloney Memorial Foundation, Principal Officer
Sargent First Class David M. Goshea Memorial, Principal Officer
West Springfield Rotary Mentoring Program “Rotary Mentors”
Agawam Youth Basketball, Head Coach
Agawam Youth Football, Assistant Coach
Chicopee Boys and Girls Club, Planning Board Member
West Springfield Rotary Club, Member
West of the River Chamber, Member
NAIFA Scholarship Committee, Member

實現目標的第一步: 與您可以信任的人交談




  • 保障家庭的未來財務狀況
  • 制定退休資金策略
  • 制定針對子女教育的儲蓄計劃
  • 幫助確保您的收入得到保障
  • 減輕在您年歲逐增時帶給親人的經濟負擔
  • 確保遺產傳承











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保險產品是由Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) 及其子公司C.M. Life Insurance Co.和MML Bay State Life Insurance Co. (Enfield, CT 06082)發行。C.M. Life Insurance Co.和MML Bay State Life Insurance Co.在紐約未被公認。
© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).
保留所有版權 。

Reaching your goals starts with speaking to someone you can trust


At MassMutual, we can guide you along the path toward achieving your financial goals.

As a MassMutual financial professional, I help individuals and families with their plans for the future. I can help you:

  • Protect your family’s financial future
  • Develop a strategy to fund your retirement
  • Create a plan to save for your children’s education
  • Help to ensure that your income is protected
  • Ease the financial burden on your loved ones as you age
  • Ensure a legacy for the future

Through a combination of my training and skills, I will work closely with you to help you prepare for a brighter future and help you fulfill your dreams.


Why work with MassMutual?

There are many factors to think about when choosing a financial services company. At MassMutual, we operate for the benefit of our participating policyowners. And when choosing a life insurance company – trust, strength, community, and stability matter.

MassMutual’s ‘people first’ approach dictates how we service both our customers and the communities where we serve, and it is reflected in a wide range of financial protection products and our world-class customer service.

To serve you better, we recruit financial professionals who understand your unique perspectives and support the communities in which we live and work.


About MassMutual

Founded in 1851, MassMutual had a single purpose: to help people secure their future and protect the ones they love. More than 165 years later – through varying political, social and economic climates – that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.

While dividends are not guaranteed, MassMutual has paid them to eligible participating policyowners every year since 1869.

For more information, please visit



Policies, application forms, administrative documents, and forms are only available in English.

Insurance products are issued by Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) and its subsidiaries C.M. Life Insurance Co. and MML Bay State Life Insurance Co. (Enfield, CT 06082). C.M. Life Insurance Co. and MML Bay State Life Insurance Co. are not recognized in New York.

© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).

All copyrights are reserved.