Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. Our professionals and dedicated staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service. Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.

The Heritage Team

This department focuses on managing and optimizing client-related processes and services.

The Heritage Team

Org chart

Teams

Client Operations

Offices

The Heritage Team

Org chart

Teams

Client Operations

Offices

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