LOCAL PRESENCE. REGIONAL REACH.

Local presence means we know our markets because we’re in our markets. Regional reach provides access to our entire network of advisors, specialists, and other resources. The result: A personalized boutique experience backed by the power of a large firm.

OUR CHINATOWN PRESENCE

Our affiliate offices in the Chinatowns of Brooklyn, Flushing, and Manhattan
serve Asian-American families and businesses living and operating in each of these thriving communities.

IN THE COMMUNITY, FOR THE COMMUNITY

Located in the heart of the thriving Chinatowns of Brooklyn, Flushing, and Manhattan, our Asian-American market presence serves clients through a powerful combination of Charter Oak’s resources, MassMutual’s market relevance, the deep experience of local leadership, and our advisors’ understanding of the community’s unique needs.