The Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization to serve the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including education, examination, experience and ethics.
Charter Oak Insurance and Financial Services Co. 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 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.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. **An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract.
Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.