Charter Oak Financial Recognized with MassMutual’s Chairman’s Trophy for 19th Year

Charter Oak Financial Recognized with MassMutual’s Chairman’s Trophy for 19th Year   Holyoke, Mass. March 22, 2019—Charter Oak Financial, a MassMutual Firm, has earned MassMutual’s prestigious National Chairman’s Trophy for a 19th time since 1999. Including this most recent award, Charter Oak has won the Chairman’s Trophy at the gold level—the highest possible level—15 times.…

Charter Oak Financial Head Brendan Naughton Sworn in as MassMutual General Agents Association President

Charter Oak Financial Head Brendan Naughton Sworn in as MassMutual General Agents Association President   Norwalk, Conn., March 14—Brendan Naughton, General Agent of Charter Oak Financial, a Massachusetts Mutual Life Insurance Company (MassMutual) firm, was sworn in today as the 89th president of the MassMutual General Agents Association. The General Agents Association is a national…

Charter Oak Financial Welcomes New Managing Director Christopher Davey and Team to Expand Presence in New Haven and Fairfield Counties

Charter Oak Financial Welcomes New Managing Director Christopher Davey and Team to Expand Presence in New Haven and Fairfield Counties Hamden, Conn., February 1—Charter Oak Financial, one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), welcomes Managing Director Christopher M. Davey and his team of financial services professionals to expand the…

Charter Oak Insurance and Financial Services Co. Becomes Charter Oak Financial, Refreshes Brand Identity to Reflect Unified Mission and Vision

Charter Oak Insurance and Financial Services Co. Becomes Charter Oak Financial, Refreshes Brand Identity to Reflect Unified Mission and Vision Norwalk, Conn., Jan 7, 2019—Charter Oak Insurance and Financial Services Co., one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), has shortened its name to Charter Oak Financial, and unveiled a…

Charter Oak Insurance and Financial Services Co. Welcomes Director of Talent Acquisition Gina Furano

Charter Oak Insurance and Financial Services Co. Welcomes Director of Talent Acquisition Gina Furano October 18, 2018, Norwalk, Conn.—Charter Oak Insurance and Financial Services Co. (Charter Oak), a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), welcomes Director of Talent Acquisition Gina Furano to its Norwalk office. In this role, Ms. Furano is responsible…

Charter Oak Insurance and Financial Services Co. Advisor Travis Gingras Earns CFP® Designation

April 23, Norwalk, Conn.—Charter Oak Insurance and Financial Services Co. (Charter Oak), a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) advisor Travis Gingras has earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.

The designation is conferred by the Certified Financial Planner Board of Standards, Inc., and is granted to those individuals who have met rigorous professional standards—including passing a comprehensive exam—and who have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Mr. Gingras has been an advisor with Charter Oak since 2008, and focuses his practice on helping families and business owners to coordinate their insurance and wealth accumulation strategies. In addition to holding the CFP® designation, Mr. Gingras is a Chartered Financial Consultant. He lives in New Milford with his wife and their two daughters.

Charter Oak Insurance and Financial Services Co. Advisor Michael Altavilla Earns CFP® Designation

April 20, Latham, N.Y.—Charter Oak Insurance and Financial Services Co. (Charter Oak), a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) advisor Michael Altavilla has earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.

The designation is conferred by the Certified Financial Planner Board of Standards, Inc., and is granted to those individuals who have met rigorous professional standards—including passing a comprehensive exam—and who have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Michael LaPage, managing director of Charter Oak’s Saratoga Springs and Latham offices, said: “Michael is continuously looking at ways to deepen his service to his clients, and earning his CFP® designation is just another example of that. We’re all proud to have him on our team and congratulate him on this significant professional achievement.”

Based out of Charter Oak’s Saratoga Springs office, Mr. Altavilla has been an advisor for almost six years. He focuses his practice on individuals, families and businesses, as well as physicians. He lives in Saratoga Springs with his fiancée.

Charter Oak Recognized with MassMutual’s Chairman’s Trophy for 18th Year

April 2, 2018 Holyoke, Mass.—Charter Oak Insurance and Financial Services Co., one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), has earned MassMutual’s prestigious National Chairman’s Trophy for a 18th time since 1999.

The Chairman’s Trophy reflects an individual firm’s accomplishments in revenue growth, recruitment and productivity. Only a select number of MassMutual firms win the award annually. Including this most recent award, Charter Oak has won the Chairman’s Trophy at the gold level—the highest possible level—14 times.

Charter Oak is under the leadership of Peter Novak, Brendan Naughton and Timothy Ludwig.

Charter Oak’s more than 200 professionals serve families, individuals and businesses from offices throughout Connecticut, Massachusetts and metropolitan New York. Many of the firm’s advisors are consistently recognized by MassMutual for their leadership within the company. Charter Oak’s performance and leadership has also been recognized by respected national industry organizations.