Charter Oak Financial

Main Office

330 Whitney Avenue, Suite 600
Holyoke, MA 01040
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Satellite Offices


  • MassMutual financial professional.

    Managing Partner

    Brendan Naughton

    Managing Partner

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Managing Partner

    Brad Somma

    Managing Partner

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Business Owners
    • Retirement Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies
    • Student Loan Refinancing

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Student Loan Refinancing
    • Insurance Strategies
    • Business Owners

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Retirement Strategies
    • Risk Management Strategies
    • Student Loan Refinancing

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Business Owners
    • Retirement Strategies
    • Business Succession Planning
    • Risk Management Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Risk Management Strategies

  • MassMutual financial professional.

    Anthony Geary

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies
    • Student Loan Refinancing

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Business Owners
    • Retirement Income Planning
    • Business Succession Planning
    • Group Benefits
    • College Funding Strategies
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • MassMutual financial professional.

    William Miner

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Business Owners
    • Student Loan Refinancing
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Risk Management Strategies
    • Estate Planning

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Christopher Shuman

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Kathleen Syner

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Student Loan Refinancing
    • Investment Strategies
    • Business Owners

  • MassMutual financial professional.

    Languages:English

    Specialties:

    • Insurance Strategies
    • Investment Strategies