Charter Oak Financial
Nolan Cleary is a seasoned financial professional with extensive experience in financial planning and insurance services. Currently serving as a Financial Planner at Charter Oak Financial since July 2015, Nolan combines expertise, professionalism, and access to diverse financial products to assist clients in achieving their financial goals, estate planning, and insurance requirements. Prior to this role, Nolan was a Financial Representative at the Guardian Life Insurance Company of America from January 2014 to July 2015, holding licenses in Health, Life, and Accident, as well as Series 7. Nolan holds a Bachelor of Science degree in Finance from Central Connecticut State University, earned between 2010 and 2013, and graduated from Avon High School in 2007.
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Charter Oak Financial
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.