Charter Oak Named a Top Small Company to Work for in CT’s Litchfield, New Haven and Fairfield Counties for Eighth Consecutive Year, Wins Special Award for Strong Values


September 25, 2020, Norwalk, Conn.—Charter Oak Financial (Charter Oak) has been selected by Hearst Media Services and independent research firm Workplace Dynamics as a top small business to work for in Connecticut’s Litchfield, New Haven and Fairfield counties for an eighth year in a row.

Ranked in the #8 spot in the small-business category, Charter Oak has been recognized each year since 2013 for its progressive workplace practices, positive workplace environment and exemplary culture.

In addition to being named as a Top Workplace, the firm earned a special award for its commitment to strong values. The full rankings and expanded company information can be found at here.

Brendan Naughton and Brad Somma, Charter Oak’s managing partners, commented: “Each of our Top Workplaces wins has been unique, based on what’s been happening in our company the year we were recognized. Needless to say, 2020 was no exception. It tested our guiding principles like never before, but proved that when you have the right people and the right culture, you can handle any challenge that comes your way.”

Charter Oak’s employees cited strong values, leadership and support, forward-thinking, and the firm’s handling of the Coronavirus crisis among the reasons they believed the firm was a top workplace. The firm was also named among the2020 Best Companies to Work for in New York State.

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  
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC ( 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. CRN202208-269317

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