Charter Oak Financial
Robert Kauffman is a Financial Services Professional at Charter Oak Financial since April 2019, assisting clients in achieving their long-term financial goals by defining strategies and recommending suitable products. As a Co-Owner of The Stand Branford since March 2019, Robert contributes to the operation and growth of the business. Previously, from July 1989 to April 2019, Robert was the Owner and Insurance Broker at Kauffman Associates, where emphasis was placed on helping clients manage risks related to income through life, disability income, and long-term care insurance. Robert earned a Bachelor of Science in Business Administration and Management from the University of Rhode Island between 1986 and 1989.
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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.