New Haven, Connecticut
The agency’s New Haven office brings together the resources of Charter Oak and Grove Street Financial, which joined forces in January 2008.
Our New Haven professionals place special emphasis on family businesses and retirement planning. Both have evolved into significant client/community-education opportunities: We are the main sponsor of neighboring Quinnipiac University’s Family Business Center, and the creators of a unique retirement planning education series frequently hosted by Quinnipiac and other universities across the state.
For more information on Charter Oak’s New Haven office, please contact .
667 State Street
New Haven, CT 06511
Tel: 203.495.1332
Fax: 203.495.1339
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