Contact Us

Boston, Massachusetts
Two Liberty Square, Suite 10
Boston, MA 02109
Tel: 617.482.7444
Fax: 617.482.7333
Get detailed directions from Google Maps™

Holyoke, Massachusetts
330 Whitney Avenue, Suite 600
Holyoke, MA 01040
Tel: 413.539.2000
Fax: 413.539.2300
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Farmington, Connecticut
76 Batterson Park Road
Farmington, CT 06032
Tel: 860.674.1800
Fax: 860.676.9135
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New Haven, Connecticut
667 State Street
New Haven, CT 06511
Tel: 203.495.1332
Fax: 203.495.1339
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Southbury, Connecticut
900 Main Street South, Building One, Suite 102
P.O. Box 530
Southbury, CT 06488
Tel: 203.262.1575
Fax: 203.262.1578
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Stamford, Connecticut
6 Landmark Square, Suite 7200
Stamford, CT 06901
Tel: 203.359.5300
Fax: 203.359.5353
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Learn More

Charter Oak Insurance and Financial Services Co. (Charter Oak) is a comprehensive financial services firm committed to helping you improve your long-term financial success.

Our firm’s wide range of service offerings include retirement planning, securities brokerage services, life, disability income and long term care insurance, fee-based financial planning, college funding programs, estate planning, business continuation planning, executive fringe benefits and employee benefits programs.

We encourage you to learn more about the services we provide. We look forward to hearing from you.