Company Information

Get to know Charter Oak Insurance and Financial Services

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.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Charter Oak Insurance and Financial Services

United States

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.