Tag: Charter Oak Financial
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.