Charter Oak Wealth Partners is a comprehensive financial services firm dedicated to providing customized wealth management and financial planning solutions. As a general agency of MassMutual, they leverage the resources and stability of a Fortune 100 company while maintaining a local, client-focused approach. The firm offers a wide range of services for individuals, families, and businesses, including financial planning, investment strategies, retirement planning, insurance solutions, and estate planning, with a mission to help clients build and protect their wealth.

Founded in

United States