Founded in 1886, Charter Oak Insurance and Financial Services is one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual). The firm operates with a mission to help clients, advisors, and staff build secure futures through a holistic approach to financial planning. They offer a broad portfolio of products and services, including life insurance, disability income insurance, wealth management, retirement planning, and business planning solutions, leveraging the resources of MassMutual while maintaining a focus on local communities.

Founded in

United States