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Combo of three area firms into Charter Oak Financial aims to...

The combined entity has 375 advisers, a team of more than 100 specialists and staff, and close to 100,000 clients in Connecticut, New York and Massachusetts.

Norwalk’s Charter Oak Insurance & Financial Services renames, rebrands

Charter Oak’s roots reach back to 1886, when it was called The Home Office Agency and located in a single-room office in downtown Springfield, Massachusetts.