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

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

Jennifer Bird

Bruce Moore

The Financial Services Team at Charter Oak Financial provides personalized financial planning and advisory services to individuals, families, businesses, and institutions. Leveraging a blend of traditional values and innovative strategies, this team assists clients with investments, retirement planning, insurance, and wealth management to achieve their financial goals and secure their futures.

Financial Services Team

Management

Coordination and Support Team

Financial Services Team

About

Team members

Other teams at Charter Oak Financial

Management

Coordination and Support Team