Charter Oak Insurance and Financial Services

  • Financial Services
  • Holyoke MA
  • 147 employees
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Company Overview

Headquarters
330 Whitney Avenue Suite 600, Holyoke MA
Website
charteroakfinancial.com
Phone
(203) 917-3153
Employees
147
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Charter Oak Insurance and Financial Services

Charter Oak Insurance and Financial Services is a multi-generational company based in Holyoke, Massachusetts. The company has nearly 147 employees and generates approximately $50 million in annual revenue. Charter Oak Insurance and Financial Services provides insurance and financial services to individuals, families, businesses, and large institutions. The company distinguishes itself by emphasizing a blend of traditional values and innovative practices, aiming to serve its communities with trust and a forward-thinking approach. Charter Oak Insurance and Financial Services can be contacted through its website, charteroakfinancial.com.

Company Leadership

Brendan Naughton

Managing Partner

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Thomas Duffy

Producer/Partner

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Mark LaRocca

Director of Technology

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Bruce Moore

Director Of Technology

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Tim O'Connell

CFP®, Partner, Financial Guide Solutions Team at Charter Oak Financial

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Charter Oak Insurance and Financial Services Industry Tags

Finance
Financial Services
Financial Advisory Services
Insurance Agencies Brokerages
Insurance
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FAQ

What is the location of Charter Oak Insurance and Financial Services's headquarters?
The headquarters of Charter Oak Insurance and Financial Services are situated at 330 Whitney Avenue Suite 600, Holyoke MA
What is Charter Oak Insurance and Financial Services's phone number?
Charter Oak Insurance and Financial Services's contact number is (203) 917-3153.
What is Charter Oak Insurance and Financial Services's official website?
The official website of Charter Oak Insurance and Financial Services can be found at charteroakfinancial.com.
What is Charter Oak Insurance and Financial Services's current revenue?
As of January 2015, Charter Oak Insurance and Financial Services's annual revenue reached $50B.
How many employees does Charter Oak Insurance and Financial Services currently have?
Charter Oak Insurance and Financial Services employs approximately 147+ people as of January 2015
Which industries is Charter Oak Insurance and Financial Services primarily operating in?
Charter Oak Insurance and Financial Services operates in the following industries: Credit, Finance
Who is the Managing Partner of Charter Oak Insurance and Financial Services?
Charter Oak Insurance and Financial Services's Managing Partner is Brendan Naughton
What are Charter Oak Insurance and Financial Services's industry tags?
Charter Oak Insurance and Financial Services's industry tags include: Finance, Financial Services, Financial Advisory Services

Employee Directory

Key Employees

Brad Somma

Managing Partner

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Peter Au

Financial Advisor

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Krisanne Antonucci

Director of Operations

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Michael Lisuzzo

Agency Supervisory Officer

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Jenna Stepleman

Brand Implementation Specialist

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Colleen Murphy

Digital + Community Engagement Specialist

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