Two in Charter Oak Financial’s Advisor Network Recognized by Forbes Magazine as Nation’s Top Financial Security Professionals

Hamden, Conn. October 25, 2021—Amy Jamrog and Kuldeep Madan, advisors in Charter Oak Financial’s extended network of advisors, were recognized among 250 of the nation’s Top Financial Security Professionals by Forbes Magazine.

The publication’s inaugural group of distinguished specialists manage client policies in excess of $24 billion, and were independently identified as insurance advisors who were “best prepared to engage in more meaningful conversations about life while protecting against the perils posed by disability, death or job loss.”

Ms. Jamrog occupies the #32 spot on Forbes’ list, representing one of only 34 women. As CEO of The Jamrog Group, Ms. Jamrog and her team emphasize exceptional client-advisor relationships as they guide individuals and business owners through the planning process. To learn more, visit www.jamrog.group.

Mr. Madan placed #158 on the list, representing only one of 58 millennials. His New York-based practice focuses primarily on premium financing, serving both individuals and advisors seeking alternative solutions to their clients’ insurance needs. To learn more, visit www.madanfinance.com.

Brendan Naughton and Brad Somma, Charter Oak’s Managing Partners, commented: “Amy and Kuldeep continue to raise the bar of what it means to practice in this profession. Their integrity and commitment to their clients is exemplary, and this honor so well deserved. We are proud to have them both in our network.”

In determining their Top Financial Security Professional list, Forbes and SHOOK Research weighed factors such as years in practice, demonstration of industry best practices, commitment to a full client experience, and level of community service, among other considerations. Learn more at www.forbes.com/top-financial-security-professionals/.

The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Read more.
Charter Oak Financial serves the risk management, business services and retirement and investment planning needs of families, individuals and businesses across the Northeast. Through our mission, vision, and guiding principles, we are committed to delivering exceptional client experiences, fostering a positive firm culture, and being an influence for good in our communities.
Charter Oak’s offices are located throughout Connecticut, Massachusetts, and New York. 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. CRN202410-1106505

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