COVID-19 Response

To our clients, colleagues, and community partners:

As our cities begin to reopen, Charter Oak Financial will resume normal operating hours in each of our locations beginning June 22nd. We will begin seeing clients in our offices at that time on an appointment-only basis, with protocols in place to keep you and our associates safe. Please click here for our policies for maintaining a healthy workplace.

For clients who prefer to conduct business virtually, the below resources remain 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.

Brendan Naughton and Brad Somma
Managing Partners, Charter Oak Financial

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.