Charter Oak Insurance and Financial Services Co.

Main Office

330 Whitney Avenue, Suite 600
Holyoke, MA 01040

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  1. Maxine Bernstein

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  2. Roy Caso

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Geoffrey Croteau

    CLTC®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  4. Robin Dietz

    ChFC®, CLU®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  5. Christopher DiStefano

    CLTC®, CFP®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  6. Martha Eddy

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

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies

    Languages:

    • English
  7. Charles "Charlie" Epstein

    ChFC®, CLU®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  8. Dean Godek

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  9. Sandra Grant

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  10. Kevin Green

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  11. Robert Houle

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  12. Terrell Joyner

    MBA

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  13. Judith Luddy

    ChFC®, CLTC®, CLU®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies

    Languages:

    • English
  14. Timothy Ludwig

    CFBS

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  15. Dominic Maloni

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  16. Nicholas Manolakis

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  17. Peter Marengo

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies

    Languages:

    • English
  18. Michelle V. Ransom

    MBA

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  19. Shane Richardson

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies

    Languages:

    • English
  20. Matthew Scarafoni

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  21. Christopher Shuman

    ChFC®, CLU®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  22. Gilberto Sotolongo

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English, Spanish
  23. Edward Sunter

    CLU®

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  24. Kathleen Syner

    Charter Oak Insurance and Financial Services Co.

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  25. 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