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. 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
                                                • Nasser K. Zebian

                                                  Charter Oak Financial

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  CRN202109-253382