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Charter Oak Financial: The Heritage Team

Satellite Office

555 Heritage Rd., Ste. 204
Southbury, CT 06488
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Main Office


  • MassMutual financial professional.

    Languages:English

    Specialties:
    • Insurance Strategies
    • Investment Strategies
  • MassMutual financial professional.

    Languages:English

    Specialties:
    • Retirement Income Planning
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Student Loan Refinancing
  • MassMutual financial professional.

    Languages:English

    Specialties:
    • Insurance Strategies
    • Business Owners
  • MassMutual financial professional.

    Languages:English

    Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Strategies
  • MassMutual financial professional.

    Languages:English

    Specialties:
    • Insurance Strategies