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

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.

Brendan Naughton, Charter Oak General Agent, said: “We consider this recognition to reflect our entire firm’s hard work. Sharing this collective achievement is as exciting now as it was the first time we won.”

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

Charter Oak Financial is a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) and serves the risk management, business services and retirement and investment planning needs of nearly 80,000 clients** throughout the northeast. With offices throughout Connecticut, Massachusetts and New York, Charter Oak considers helping others the heart of its business and is proud to support many philanthropic organizations in all of the markets it serves. To learn more, visit www.charteroakfinancial.com.  

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC (www.sipc.org). Supervisory Office: 330 Whitney Avenue, Suite 600; Holyoke, MA 01040. Tel: 413-539-2000. 

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

**An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract.  CRN202003-245434