Boston, Massachusetts
A result of the 2007 union of Charter Oak Insurance and Financial Services Co. with Executive Compensation Group LLC, our Boston-based team has more than 100 years of collective experience helping clients with their personal and business financial needs.
Our work in the greater Boston area focuses primarily on closely held businesses, corporate executives and high net worth individuals. We also work with many local law firms, CPA firms and hospitals. From business continuation to estate planning, the diverse professional backgrounds of our associates make them uniquely poised to handle the needs of clients of all types.
We’re located in the heart of the city’s Financial District, making us a neighbor to some of Boston’s most powerful companies.
For more information on Charter Oak’s Boston office, please contact .
Two Liberty Square, Suite 10
Boston, MA 02109
Tel: 617.482.7444
Fax: 617.482.7333
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