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Charter Oak's  - COVID-19 Status


We all live in this world of uncertainty and this new catalyst has its many uncertainties for mankind and economies around the world.


We are back to our offices and are now inviting our clients in office for meetings in all three of our locations.  In an abundance of caution, we are asking that all unvaccinated clients continue to mask, while fully vaccinated clients are free to unmask.  However, during your meeting if you and your advisor agree, you will be free to remove your mask.


Your team is working in our offices, and remotely. Remote working is not new at Charter Oak, we have been doing so seamlessly for many years.


  • We are meeting clients in our offices

  • We are working in our offices

  • We welcome you to meet with us in any format that you desire

    • in person in office

    • using remote meeting technology such as Zoom

    • over an old fashioned and reliable phone call

We appreciate the opportunity and trust you have placed in our guidance.  We are here to serve you and help you make the best decisions for you and your financial well-being.