Charter Oak Financial

Main Office

330 Whitney Avenue, Suite 600
Holyoke, MA 01040-754

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Brendan Naughton

General Agent, Charter Oak Financial

Our Financial Professionals

  1. Roy Caso

    Charter Oak Financial

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  2. Andrew J. Coyne

    Charter Oak Financial

    Focus:

    • Insurance Strategies
    • Retirement Strategies
    • Risk Management Strategies

    Languages:

    • English
    • Geoffrey Croteau

      CLTC®

      Charter Oak Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Robin Dietz

        ChFC®, CLU®

        Charter Oak Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Christopher DiStefano

          CLTC®, CFP®

          Charter Oak Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Richard "Rich" Dusseault

            Charter Oak Financial

            Focus:

            • Insurance Strategies
            • Risk Management Strategies

            Languages:

            • English
            • Martha Eddy

              CDFA™, ChFC®, CLTC®, CLU®, FLMI®, MSM

              Charter Oak Financial

              Focus:

              • Insurance Strategies

              Languages:

              • English
              • Charles "Charlie" Epstein

                ChFC®, CLU®

                Charter Oak Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Dean Godek

                  Charter Oak Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Sandra Grant

                    Charter Oak Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Kevin Green

                      Charter Oak Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Robert Houle

                        Charter Oak Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Terrell Joyner

                          MBA

                          Charter Oak Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Alan Laporte

                            Charter Oak Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Judith Luddy

                              ChFC®, CLTC®, CLU®

                              Charter Oak Financial

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                              • Timothy Ludwig

                                CFBS

                                Charter Oak Financial

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Dominic Maloni

                                  Charter Oak Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Nicholas Manolakis

                                    Charter Oak Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Peter Marengo

                                      CLTC®

                                      Charter Oak Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • Retirement Income Planning
                                      • Business Succession Planning
                                      • Show More

                                      Languages:

                                      • English
                                      • William Miner

                                        LUTCF®

                                        Charter Oak Financial

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Peter Novak

                                          Charter Oak Financial

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Matthew Scarafoni

                                            Charter Oak Financial

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Christopher Shuman

                                              ChFC®, CLU®

                                              Charter Oak Financial

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Edward Sunter

                                                CLU®

                                                Charter Oak Financial

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Kathleen Syner

                                                  Charter Oak Financial

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • John Tierney

                                                    Charter Oak Financial

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies
                                                    • Business Owners

                                                    Languages:

                                                    • English
                                                    • Nasser K. Zebian

                                                      Charter Oak Financial

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      CRN202109-253382