Charter Oak Capital Management

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Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very im... Read more

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Jeff Troiano

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Cathy Towle
Client Service Manager
Christine Cote
Reception And Office Manager
Jay Gallant
Database Manager
Sue Ross - Wentworth
Technology Manager
Morgan Mosher
Director Of Client Operations