Charter Oak Financial

Q: What is Charter Oak Financial's company size?

Charter oak financial has 51 - 200 people working.

Financial Services

Specialities :

Risk management

Life insurance

Long term care insurance

Disability income insurance

Business planning & protection

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

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

Contact Information

Holyoke , Massachusetts , United States

dmaloni@charteroakfinancial.com

charteroakfinancial.com

Charter Oak Financial Org Chart

Charter Oak Financial

(Financial Services)

51 - 200

Noreen Colmer

Chief Operating Officer

View Email

View Contact

Employees

Total Employees:
96

Top Contacts:
4

C-Level 0	VP - Level1
Director-	Manager3
Others94

Employees Working At Charter Oak Financial

Noreen Colmer

Chief Operating Officer

Maximo Trama

Director of Client Operations

Michael Sparks

Director Of Training And Development

Jason Castaldi

Managing Director

John Centopani

Client Relationship Manager

Charter Oak Financial Email Formats

Structure	Email Format
<f><last>@	Smith@charteroakfinancial.com
<first><l>@	John@charteroakfinancial.com
<first><last>@	JohnSmith@charteroakfinancial.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Holyoke, MA	financial, collaboration, communication, risk
Application Development	New York, NY	compliance, communication
Artificial Intelligence	New York, NY	compliance, communication
BI	New York, NY	compliance, communication
Build & Release	New York, NY	compliance, communication

Trigger

Tech Stack Used By Charter Oak Financial

A quick view of products employed by Charter Oak Financial

Google analytics

Microsoft navision

Access

Animate

Canvas

List of technologies used by Charter Oak Financial

Collaboration

Communication

Compliance

Financial

Networking

Languages Used By Charter Oak Financial

OS Used By Charter Oak Financial

Integrity

Jobs at Charter Oak Financial

Hiring 2025-01-08 01:00:48

Financial Planning Associate

Holyoke, MA

Job Title: Financial Planning Associate / Para-PlannerLocation: Hybrid (60% office / 40% remote)....

Hiring 2024-01-10 03:55:47

Compliance Supervisor (Fluent in Chinese and English)

New York, NY

The Compliance Supervisor is responsible for completing a wide variety of compliance and assigned...

Frequently Asked Questions About Charter Oak Financial

What does Charter oak financial do?+

What are Charter oak financial's specialties? +

Risk management,life insurance,long term care insurance,disability income insurance,business planning & protection,retirement planning & investment services,fee-based financial planning,and wealth management