A multi-faceted, multi-generational approach to financial planning.

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. 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.

A TAILORED APPROACH

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

AUTHENTIC RELATIONSHIPS

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.

UNIQUE PERSPECTIVES

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.

A Collective 125 Years of Experience

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.

Learn About Our Team

How We Help

If you’re like many people, your financial life is complex. You have certain long- and short-term goals, and many moving pieces that need to be coordinated to reach them. Going it alone can be stressful at best, and have unintended consequences at worst. We can help you connect the pieces of your financial life so that your plans work as efficiently as possible.

Learn Our Process

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 2321 Whitney Ave., Suite 402; Hamden, CT 06518. 203-288-5700

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CRN202606-4560990