Charter Oak Financial
Main Office
330 Whitney Avenue, Suite 600
Holyoke, MA 01040-754
- phone413-539-2000
- emailContact Us
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See our Licenses and Disclosures
SATELLITE OFFICES
- Andrew Berman
- Andrew Lee, CLU
- Baxter Maffett, CLU, ChFC
- Bloomfield Satellite Office
- C.M. Smith Financial, Inc.
- Charter Oak Financial - Demaria
- Charter Oak Financial - Grisanti
- Charter Oak Financial - The Latham Office
- Charter Oak Financial: Brooklyn Office
- Charter Oak Financial: Saratoga Springs Office
- Charter Oak Financial: The Flushing Office
- Charter Oak Financial: The Hamden Office
- Charter Oak Financial: The Latham Office
- Charter Oak Financial: The Norwalk Office
- Charter Oak Insurance and Financial Services Co. - Washington Street
- Darien Satellite Office
- Eldridge & Bassotti Financial Group
- Enfield Satellite Office
- Financial Guides of the Northeast
- Jim Adams
- John B. Davies
- Kauffman Associates
- Kingston Satellite Office - Green Street
- Martha Eddy
- Matthew Scarafoni
- Papaz Financial
- Paul Ferry
- Pauli Financial Group
- Peter Cadieux
- Peter Cassell
- Plattsburgh Satellite Office - Cornelia St
- Plattsburgh Satellite Office - Cornelia Street
- Plattsburgh Satellite Office - West Bay Plaza
- Richard Criscuolo
- Rick Willard
- Scarafoni Financial
- Stephen Kende
- Steven E. Chick, CFP
- Stu Grove
- The Davis Financial Group, LLC
- The Jamrog Group
- The Southbury Office
- The Tenne Financial Group
Managing Partners
Brendan Naughton
General Agent, Charter Oak Financial
Our Financial Professionals
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
Terrell Joyner
MBA
Charter Oak Financial
Focus:
- Insurance Strategies
- Investment 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
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Languages:
- English
William Miner
LUTCF®
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
Nasser K. Zebian
Charter Oak Financial
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English