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Charter Oak Insurance & Financial Services

Charter

Offers a wide range of insurance and financial services.

Is this resource a good fit for you?

If you are looking for insurance and financial services.

Description

Our relationship with you is about much more than financial services and insurance. It's about children and parents, brothers and sisters, businesses and employees. It's listening to what you have to say and putting your interests first. It's being a part of your team and a member of your community.

Our more than 200 associates are former business owners, CEOs, journalists, musicians and scholars. We believe the diversity of our experiences helps us to better understand the unique situations our clients face every day.

Our roots reach back 128 years. We have nearly $5 billion in client policy and account values (as of March 1, 2015), and are one of the largest agencies of Massachusetts Mutual Life Insurance Company (MassMutual).

Services

  • Life insurance
  • Disability income insurance
  • Long-term care insurance
  • Business succession and buy-sell agreements
  • Business overhead expense insurance
  • Executive fringe benefits
  • Employee benefits programs
  • Estate and trust analysis
  • Securities brokerage services
  • Retirement planning
  • Financial strategies
  • College funding programs
  • Wealth transfer design and funding

Contact Info

Contact: James Adams III

Street: 270 Farmington Ave

City: Farmington

State: CT

Zip: 06032

Phone: 860-674-1800

Email: jamesadams@charteroakfinancial.com

Website: Charter Oak Insurance & Financial Services

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