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Finding Financial Well-Being For You

Is What Defines Success For Us

Since 1992, our core philosophy has remained focused on you, our client.  As a fiduciary we are deeply rooted in our transparency and dependability.


In our strategies & solutions 


About what we do


By always following through


To talk any time

Are We Right For You?

We are here to help New England’s hardest workers protect what they have today while preparing for what they need tomorrow. You’ve spent years diligently saving and investing in your family’s future.  Now it's time to get help.  

If you want professional guidance in picturing your financial future and determining when you can make work optional.  If you want to meet and connect with an experienced advisor who will get to know you, your goals, needs and wants.  If you want an experienced guide to help you along your life-long financial journey, then
Charter Oak is a good fit for YOU.

Call us at (800) 646-5720

Click this link and we will Contact You

Do You Want To….

Protect the welfare of your family

But don’t always have the time, and have more questions than answers?

Make sound investment decisions

But struggle with understanding investment risks and how to build the right plan for your future?

Know you’ll be able to enjoy retirement

But aren’t sure if you’re on track?

Our firm can help you stay focused on what matters most - your family’s well-being and your future financial independence.

Are you still searching for the right Advisor?

We offer a complimentary evaluation for those interested in finding a trusted advisor. Get your questions answered and discover the difference of Charter Oak. 

Call us at (800) 646-5720

Click this link and we will Contact You