We help individuals, families and businesses with insurance, financial services and fee-based financial planning.
We help individuals, families and businesses with insurance, financial services and fee-based financial planning and build lifelong careers for those wishing to build a business, build themselves and help others.
Charter Oak is proud to be a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) a Fortune 500-ranked financial protection, accumulation and income management company. (June 2017)
The fact that MassMutual is mutually owned allows it to maintain its independence and to make sound long-term financial decisions, which translates to competitive financial products and services we can offer to our clients.
More than 5,000 financial services professionals have made MassMutual their provider of choice.
* Risk Management
* Life Insurance
* Disability Income Insurance
* Long Term Care Insurance
* Business Planning and Protection
* Business Succession and Buy-Sell Agreements
* Business Overhead Expense Insurance
* Executive Fringe Benefits
* Employee Benefits Programs
* Retirement Planning and Investments
* Estate and Trust Analysis
* Securities Brokerage Services
* Retirement Planning
* Financial Strategies
* College Funding Programs
* Wealth Transfer Design and Funding
