Charter Oak Insurance and Financial Services

Charter Oak Financial's Practice Blueprint approach provides integrated, supporting navigation in the four essential areas that make up a successful practice. The Hartford-Springfield Agency began in 1886, when they occupied a single-room office in downtown Springfield and were known as 'The Hartford-Springfield Agency.' Today, they have nearly 400 advisors serving the individuals, families, businesses, and large institutions they are privileged to call clients in offices across Connecticut, Massachusetts, and New York. They believe that connecting to their past—to the days when commerce was done on a handshake and people looked out for one another—was just as crucial as breaking the mold in allowing them to thrive. It enables them to serve their communities in a resourceful and real manner, based on trust and with an eye toward the future. Advisors that are knowledgeable, well-connected, and confident simply provide superior service to their clients.