Charter Oak Insurance and Financial Services Co.

Main Office

330 Whitney Avenue, Suite 600
Holyoke, MA 01040

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See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  1. Roy Caso

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Geoffrey Croteau

      CLTC®

      Charter Oak Insurance and Financial Services Co.

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Robin Dietz

        ChFC®, CLU®

        Charter Oak Insurance and Financial Services Co.

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Christopher DiStefano

          CLTC®, CFP®

          Charter Oak Insurance and Financial Services Co.

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Richard "Rich" Dusseault

            Charter Oak Insurance and Financial Services Co.

            Focus:

            • Insurance Strategies
            • Risk Management Strategies

            Languages:

            • English
            • Martha Eddy

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

              Charter Oak Insurance and Financial Services Co.

              Focus:

              • Insurance Strategies

              Languages:

              • English
              • Charles "Charlie" Epstein

                ChFC®, CLU®

                Charter Oak Insurance and Financial Services Co.

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Dean Godek

                  Charter Oak Insurance and Financial Services Co.

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Sandra Grant

                    Charter Oak Insurance and Financial Services Co.

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Kevin Green

                      Charter Oak Insurance and Financial Services Co.

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Robert Houle

                        Charter Oak Insurance and Financial Services Co.

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Terrell Joyner

                          MBA

                          Charter Oak Insurance and Financial Services Co.

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Judith Luddy

                            ChFC®, CLTC®, CLU®

                            Charter Oak Insurance and Financial Services Co.

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Timothy Ludwig

                              CFBS

                              Charter Oak Insurance and Financial Services Co.

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Dominic Maloni

                                Charter Oak Insurance and Financial Services Co.

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Nicholas Manolakis

                                  Charter Oak Insurance and Financial Services Co.

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Peter Marengo

                                    Charter Oak Insurance and Financial Services Co.

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Michelle V. Ransom

                                      MBA

                                      Charter Oak Insurance and Financial Services Co.

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Shane Richardson

                                        Charter Oak Insurance and Financial Services Co.

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                        • Matthew Scarafoni

                                          Charter Oak Insurance and Financial Services Co.

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Christopher Shuman

                                            ChFC®, CLU®

                                            Charter Oak Insurance and Financial Services Co.

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Gilberto Sotolongo

                                              Charter Oak Insurance and Financial Services Co.

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English, Spanish
                                              • Edward Sunter

                                                CLU®

                                                Charter Oak Insurance and Financial Services Co.

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Kathleen Syner

                                                  Charter Oak Insurance and Financial Services Co.

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Nasser K. Zebian

                                                    Charter Oak Insurance and Financial Services Co.

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English

                                                    • Brendan Naughton

                                                      General Agent, Charter Oak Insurance and Financial Services Co.
                                                    • Peter Novak

                                                      General Agent, Charter Oak Insurance and Financial Services
                                                    CRN201905-211178