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My Firm
About Charter Oak Insurance and Financial Services
Charter Oak Insurance and Financial Services Co. (Charter Oak) serves more than 60,000 clients across the Northeast and beyond. With regional offices throughout New England and metropolitan New York, chances are we’re right in your back yard.
Charter Oak is proud to be a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), one of FORTUNE's Most Admired Companies in the life and health insurance industry. (March 6, 2012)
The fact that MassMutual is mutually owned allows it to maintain its independence and to make sound long-term financial decisions, which translates to competitive financial products and services we can offer to our clients.
Specialties
Risk Management, Life Insurance, Long Term Care Insurance, Disability Income Insurance, Business Planning & Protection, Retirement Planning & Investment Services, Fee-Based Financial Planning, For a full list, go to http://www.charteroakfinancial.com/services.
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Testimonials
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