Michelle V. Ransomemail
Charter Oak Financial: The Hamden Office
2321 Whitney Avenue Suite 402
Hamden, CT 06518
Professional Story
Michelle supports Charter Oak Financial’s advisors in all areas of their investment practices, including case design, portfolio allocation and producer education.
Since joining Charter Oak in 2003, Michelle has cultivated strong relationships with our advisors, home office affiliates, and product vendors. Combined with her extensive product knowledge, Michelle is an invaluable resource to helping our advisors to grow their assets under management.
Languages:
- English
Credentials:
- MBA
Specialties:
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck
See Michelle’s Licenses and Disclosures