Robert Houle


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Rob Houle is a financial services professsional with Charter Oak Financial, whose proud history dates back to 1886. As part of a planning team within the firm, Rob focuses his practice on asset protection and retirement planning for business owners, in addition to guiding them on employee benefits for their teams.

    Rob dedicates significant time to numerous causes. He runs two nonprofits that honor fallen soldiers; heads a mentorship program for at-risk youth; coaches youth basketball and football; and serves on the planning board of the Chicopee Boys and Girls Club. Additionally, he is a member of the West Springfield Rotary Club and the West of the River Chamber, and serves on the NAIFA Scholarship Committee.

    Practice Areas
    Asset Protection
    Retirement Planning
    Employee Benefits

    Business/Civic Activities
    Captain John W. Maloney Memorial Foundation, Principal Officer
    Sargent First Class David M. Goshea Memorial, Principal Officer
    West Springfield Rotary Mentoring Program "Rotary Mentors"
    Agawam Youth Basketball, Head Coach
    Agawam Youth Football, Assistant Coach
    Chicopee Boys and Girls Club, Planning Board Member
    West Springfield Rotary Club, Member
    West of the River Chamber, Member
    NAIFA Scholarship Committee, Member

    See Robert’s Licenses and Disclosures

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

    Contact Robert

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    Charter Oak Financial

    Main Office

    330 Whitney Avenue Suite 600
    Holyoke, MA 01040-754

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    CRN202006-233034