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

Managing Partner

Brad Somma

Managing Partner

Our Financial Professionals

  1. Roy Caso

    Charter Oak Financial

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Student Loan Refinancing

    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
      • Jason Cutler

        CFP®

        Charter Oak Financial

        Focus:

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

        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