Peter Novak


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Pete is a General Agent of Charter Oak Financial. The agency is represented throughout New England with offices in Western and Central Massachusetts, Greater Hartford, Greater New Haven, Fairfield County, Connecticut and metropolitan New York. Under Pete's leadership, Charter Oak has been perennially recognized with MassMutual's prestigious Chairman's Trophy for the agency's accomplishments in revenue-building, growth, recruitment and productivity.

    A 30-year veteran of the insurance and financial services industry, Pete previously served as general agent to MassMutual’s Rochester agency; co-general agent at The New England/Robinson Co. in Waterbury, Connecticut; and as an agent at the New York Life Insurance Company. Before entering the financial services world, Pete coached college basketball for over five years, and was a social worker in his hometown of New Haven, Connecticut.

    A firm dedication to community and industry service, and Polish culture remain at the center of Pete’s professional and personal endeavors. He is the co-founder of the Charter Oak Fund, Charter Oak's charitable arm, which supports numerous local philanthropic causes and organizations; a board member of GAMA International;  a member of the Board of Trustees of The Kosciuszko Foundation; and a board member of the Central European Institute (CEI) at Quinnipiac University.

    In 2013, Pete and his wife, Kasia, established the Novak Family Polish Chair at the university in support of CEI to strengthen ties between the United States and Eastern European countries with developing economies. Pete's travels to Poland in this capacity have been instrumental in bridging the gap between the business and insurance industries here and in Poland.

    The Novaks live in Longmeadow, Massachusetts. They have three grown children.

    See Peter’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Peter

    *Fields are required

    Charter Oak Financial

    Main Office

    330 Whitney Avenue Suite 600
    Holyoke, MA 01040-754

    Visit Agency WebsiteYou are now leaving MassMutual's website and will be redirected to an agency's website.

    CRN201902-207881