Our Hamden office combines longtime community presence with innovative regional resources to create one of Greater New Haven’s largest financial services firms.

The convenience of our location within Connecticut, and the proximity of our team to New York and Rhode Island, allows us to reach a diverse group of business owners, families, and individuals.


Our Team


Careers Group

In addition to the benefits you’ll receive as a contracted agent with MassMutual and Charter Oak, here’s what you can expect when you work in our Hamden office:

Our leadership team is committed to providing cutting-edge tools and resources to ensure the success and growth of your financial practice. From experienced financial professionals to career changers, our training and mentoring programs are custom-fit for advisors’ training needs.

Want to learn more? You’re encouraged to visit our careers page, or contact Christopher Davey, managing director of the Hamden office, to speak further.


2321 Whitney Avenue, Suite 402
Hamden, Connecticut 06518
Tel: (203) 288-5700
Fax: (203) 281-0432