COVID-19 Response

With your health and convenience in mind, Charter Oak Financial is pleased to offer both in-person and virtual options to serve our clients and communities.

We are seeing clients in our offices on an appointment-only basis, with protocols in place to keep you and our associates safe. Click here for our policies for maintaining a healthy workplace. To schedule an appointment, please contact your advisor directly, or call your nearest location. You may search for a financial professional here.

For clients who prefer to conduct business virtually, the below resources are in place to serve your needs.

Above all, please know that we’re here for you whenever you need, however you need, as we continue to move forward together.

Client Resources

  • Account Access
    Click here to access our client login page.
  • Check Submission
    You may send checks directly to our offices, or take advantage of electronic check submission. Please ask your advisor for more information.
  • Managing Premiums If You’re Experiencing Financial Hardship
    If you are experiencing financial difficulty due to COVID-19 that may impact your ability to pay your premium, please contact MassMutual’s Service Center to discuss your options.
    New York State residents, please click here for additional information.
  • Meeting Requests
    Our firm is using Zoom to conduct all meetings for the foreseeable future. Learn more about Zoom here.


Communities everywhere have felt the impact of COVID-19. We’re proud to support the
following organizations in their efforts to raise money for pandemic relief.