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.

Charter Oak General Agent Pete Novak Receives Top Industry Recognition Longtime Leader Honored with GAMA International’s Cy Pick Award

March 22, 2018 Holyoke, Mass.—Peter S. Novak, General Agent of Charter Oak Insurance and Financial Services Co., a member of the MassMutual Financial Group, has been named GAMA International’s 2018 Cy Pick Award Winner for his longtime, significant contributions of time, energy and creativity to further both GAMA and the industry.

Novak has been a GAMA member since 1985, with service to the boards of both GAMA International (2015-2017) and the GAMA Foundation (2004-2006). A contributor to the organization’s research, publications and conferences, Novak has been recognized regularly with numerous GAMA awards, including the James Krueger First In Class Award (2010-2011, 2017), International Management Award (2004-06, 2008-14), Master Agency Award (2002, 2007-17) and National Management Award (NMA), Platinum level (2001-03). He received the NMA Traditional Gold Award in 2000 after earning his first NMA in 1999.

Under the leadership of Novak and his partner, General Agent Brendan Naughton, Charter Oak has grown regionally to include presence in Massachusetts, Connecticut and both metropolitan and upstate New York. The firm has historically won MassMutual’s most prestigious awards for growth and leadership. of MassMutual’s most prestigious awards for growth and leadership.

“Pete has been a long-standing member of the GAMA family, and we are proud to name him as this year’s Cy Pick Award winner. His many accomplishments and dedication in various aspects of growing this profession and the people who are in it speak volumes about his contributions to the profession,” said GAMA International CEO Bonnie Godsman.

“Throughout his stellar career as one of our leading General Agents, Pete has provided prudent, sound financial advice to the thousands of clients seeking his guidance,” said John Vaccaro, head of MassMutual Financial Advisors. “This long-time, unwavering commitment also extends to Pete’s work with GAMA, and I can’t think a more worthy recipient of this prestigious award.”

In addition to his work with GAMA, Novak is the co-founder of the Charter Oak Fund, Charter Oak’s charitable arm, which supports numerous local philanthropic causes and organizations; a member of the Board of Trustees of The Kosciuszko Foundation; and a board member of the Central European Institute (CEI) at Quinnipiac University.

In 2013, Pete and his wife, Kasia, established the Novak Family Polish Chair at the university in support of CEI to strengthen ties between the United States and Eastern European countries with developing economies. Pete’s travels to Poland in this capacity have been instrumental in bridging the gap between the business and insurance industries here and in Poland.

The Novaks live in Longmeadow, Massachusetts. They have three grown children.

The GAMA International Cy Pick Award was initiated in 1999.