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 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.
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.