Charter Oak Financial

Charter Oak Financial

Financial Services, 330 Whitney Avenue, Holyoke, , 1040, Massachusetts, United States, 51-200 Employees

charteroakfinancial.com

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phone no Phone Number: +12*********

Who is CHARTER OAK FINANCIAL

Being both a throwback and an innovator wasnt part of some big strategic plan. Its something thats always been part of us. The whole story began in 1886, when we occupied a single-room of...

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  • 330 Whitney Avenue, Holyoke, Massachusetts, 1040, United States Headquarters: 330 Whitney Avenue, Holyoke, Massachusetts, 1040, United States
  • 1886 Date Founded: 1886
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 523150 | Show More

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Charter Oak Financial Org Chart and Mapping

Employees

Alison Derham

Chief Experience Officer

Sharon Henn

New Business Coordinator

Kathleen Dougherty

Compliance and Investment Associate

Kelly Talbot

Financial Services Professional

Matthew Helming

Wealth Management Advisor

Jesse Calabretta

Financial Services Professional

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Frequently Asked Questions Regarding Charter Oak Financial

Answer: Charter Oak Financial's headquarters are located at 330 Whitney Avenue, Holyoke, , 1040, Massachusetts, United States

Answer: Charter Oak Financial's phone number is +12*********

Answer: Charter Oak Financial's official website is https://charteroakfinancial.com

Answer: Charter Oak Financial's revenue is $50 Million to $100 Million

Answer: Charter Oak Financial's SIC: 6211

Answer: Charter Oak Financial's NAICS: 523150

Answer: Charter Oak Financial has 51-200 employees

Answer: Charter Oak Financial is in Financial Services

Answer: Charter Oak Financial top competitors include: MassMutual

Answer: Charter Oak Financial contact info: Phone number: +12********* Website: https://charteroakfinancial.com

Answer: Being both a throwback and an innovator wasnt part of some big strategic plan. Its something thats always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as The Hartford-Springfield Agency. Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions were privileged to call clients. We believe our growth was made possible by realizing that connecting to our pastto the days when business was done on a handshake and people looked out for one anotheris just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on whats next.

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