Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s 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 we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.
View Top Employees from Charter Oak FinancialWebsite | http://www.charteroakfinancial.com |
Revenue | $20 million |
Funding | $2.1 million |
Employees | 174 (145 on RocketReach) |
Founded | 1886 |
Address | 330 Whitney Avenue Suite 600, Holyoke, Massachusetts 01040, US |
Phone | (413) 539-2000 |
Fax | (413) 539-2300 |
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Industry | Financial Services, Finance General, Crowdfunding, Risk Management, Finance, Life Insurance, Insurance, Long Term Care Insurance, Disability Income Insurance, Business Planning & Protection, Retirement Planning & Investment Services, Fee-Based Financial Planning |
Web Rank | 12 Million |
Keywords | Financial Services, Insurance Services, Property Casualty Insurance, Employee Benefits, Risk Management, Financial Planning, Wealth Management Products, Retirement Planning, Small Business Insurance |
SIC | SIC Code 639 Companies, SIC Code 63 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Charter Oak Financial employee's phone or email?
The Charter Oak Financial annual revenue was $20 million in 2024.
Brendan Naughton is the Managing Partner of Charter Oak Financial.
145 people are employed at Charter Oak Financial.
Charter Oak Financial is based in Holyoke, Massachusetts.
The NAICS codes for Charter Oak Financial are [52393, 523, 5239, 52].
The SIC codes for Charter Oak Financial are [639, 63].