Technology Tools

During the course of our relationship, you’ll be introduced to a suite of best-in-breed financial tech tools. These tools complement the recommendations we offer by giving you a firsthand look at your financial picture.

Investor360°

A unique, holistic experience that allows us to consolidate all your holdings, accounts, and insurance on one platform available anytime.

Morningstar

A program that brings together the mutual fund, ETF, and stock knowledge, and an experienced investment strategy and management skills.

eMoney

A web-based client relationship and wealth management tool that offers an aggregated, comprehensive view of a client’s portfolio.

Calendly

A program for scheduling meetings efficiently, eliminating the hassle of back-and-forth emails for ease of scheduling.

© Copyright 2023 Charter Oak Financial

Facebook – Instagram – Twitter – Linkedin

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000.

Check the background of your Financial Services Professional on FINRA’s BrokerCheck.

CRN202606-4560990