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.

Insurance

Professional Services

Real Estate

Charter Oak Financial

Thomas Duffy

William L. Miner

Stanislav Lisovskiy

Sean O'Hara

Cfp® Rodney W. Brewer II

Robert Kauffman

Nolan Cleary

Michael Turchiano

Michael Stacy

Matteo Godek

Judith Luddy Clu, Chfc, Cltc, Chsnc

Jim Lyman

Jason N.

Jason Cutler

Cfbs Frank Cirasola

Fabio Rodrigues

Evan Centopani

Ernie Selke

Edgar Hernandez

Dan Zuccarini Clu, Chfc®

Dan German

Christopher Georgia

Barry Michael Selman

Brendan Conlon

Alfred Norton

Alan Laporte

Charles Delgado

Benjamin Minifie

Andrew J. Coyne

Jeff Bottaro Clu, Chfc

Barbara Cafarelli

Anna Soro

Angela Belieu

Amy Boissonnault

Lisa E.

Birgit Mitsch

Christopher Interrante

Noreen Colmer

Lisa G

Michael Lapage

Bruce Moore

Financial Services Team

Management

Coordination and Support Team

Leadership Team

Business Development and Operations

Client Relations Team

Teams at Charter Oak Financial