Charter Oak Financial

Main Office

330 Whitney Avenue, Suite 600
Holyoke, MA 01040

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Brendan Naughton

Managing Partner

Brad Somma

Managing Partner

Our Financial Professionals

  1. Roy Caso

    Charter Oak Financial

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Student Loan Refinancing

    Languages:

    • English
  2. Andrew J. Coyne

    Charter Oak Financial

    Focus:

    • Insurance Strategies
    • Retirement Strategies
    • Risk Management Strategies

    Languages:

    • English
    • Geoffrey Croteau

      CLTC®

      Charter Oak Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Jason Cutler

        CFP®

        Charter Oak Financial

        Focus:

        • Insurance Strategies
        • Business Owners
        • Retirement Strategies
        • Business Succession Planning
        • Show More

        Languages:

        • English
        • Robin Dietz

          ChFC®, CLU®

          Charter Oak Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Christopher DiStefano

            CLTC®, CFP®

            Charter Oak Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Richard "Rich" Dusseault

              Charter Oak Financial

              Focus:

              • Insurance Strategies
              • Risk Management Strategies

              Languages:

              • English
              • Martha Eddy

                CDFA®, ChFC®, CLTC®, CLU®, FLMI®, MSM

                Charter Oak Financial

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • Charles "Charlie" Epstein

                  ChFC®, CLU®

                  Charter Oak Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Anthony Geary

                    Charter Oak Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Student Loan Refinancing

                    Languages:

                    • English
                  • Dean Godek

                    Charter Oak Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Sandra Grant

                      Charter Oak Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Kevin Green

                        Charter Oak Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Robert Houle

                          CFBS, RICP®

                          Charter Oak Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Terrell Joyner

                            MBA

                            Charter Oak Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Alan Laporte

                              Charter Oak Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Judith Luddy

                                ChFC®, CLTC®, CLU®

                                Charter Oak Financial

                                Focus:

                                • Insurance Strategies

                                Languages:

                                • English
                                • Timothy Ludwig

                                  CFBS

                                  Charter Oak Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Dominic Maloni

                                    Charter Oak Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Nicholas Manolakis

                                      Charter Oak Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Peter Marengo

                                        CLTC®

                                        Charter Oak Financial

                                        Focus:

                                        • Insurance Strategies
                                        • Business Owners
                                        • Retirement Income Planning
                                        • Business Succession Planning
                                        • Show More

                                        Languages:

                                        • English
                                        • William Miner

                                          LUTCF®

                                          Charter Oak Financial

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Peter Novak

                                            Charter Oak Financial

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Matthew Scarafoni

                                              Charter Oak Financial

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Christopher Shuman

                                                ChFC®, CLU®

                                                Charter Oak Financial

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Edward Sunter

                                                  CLU®

                                                  Charter Oak Financial

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Kathleen Syner

                                                    Charter Oak Financial

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • John Tierney

                                                      Charter Oak Financial

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies
                                                      • Business Owners

                                                      Languages:

                                                      • English
                                                      • Brett Wentzell

                                                        AIF®, CFP®

                                                        Charter Oak Financial

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Nasser K. Zebian

                                                          Charter Oak Financial

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          CRN202109-253382