CHARTER OAK FINANCIAL

Charter Oak Financial is a growth catalyst for emerging practices, established advisors, and strategic alliances... Today's Charter Oak is an industry powerhouse with a national footprint, but we haven't gotten here through innovation alone. We believe our growth was made possible by realizing that connecting to our past-to the days when people looked out for one another-is just as important as breaking the mold... Charter Oak's leadership team is a collection of unique abilities and backgrounds joining forces to shape our culture and guide our growth. Above all, we are stewards of our guiding principles-work/life harmony, advisor-obsession, genuine authenticity, enthusiastic ownership, and a belief that we're better together-as we support our advisors and their clients.

Primary location: Holyoke United States