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.