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Charter Oak Insurance & Financial Services
- Financial Services
- Cottage City, CT
About this business
Insurance
Location details
2321 Whitney Ave, Fl 1, Cottage City, CT, 06518, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Great advisors. Knowledgeable and easy to work with.
Please do yourself a favor and find a different advisor. I had a generally good experience with the folks we did our discussions and initial planning with so no complaints. However, when I asked to push our re-start date back 3 months, I never heard back from their team. I followed up on this months later and essentially said I was disappointed in the lack of confirmation of receipt or even checking in with us and that we'd be taking our business elsewhere. As someone who works in business, this type of communication is not ... read more
My wife and I have been a client of Charter Oak Financial for years. We have received nothing but the most professional service from our advisor, the office staff, and everyone involved. They give us sound financial guidance and keep us and our investments steered in the right direction at all times. There are times when I will call in with a question or an idea to bounce off of them. They are always there, always willing to hear me out, and always ready to either support my choice or educate me as to a better choice. Charte... read more
My wife and I have been a client of Charter Oak Financial for years. We have received nothing but the most professional service from our advisor, the office staff, and everyone involved. They give us sound financial guidance and keep us and our investments steered in the right direction at all times. There are times when I will call in with a question or an idea to bounce off of them. They are always there, always willing to hear me out, and always ready to either support my choice or educate me as to a better choice. Charte... read more
Extremely knowledgeable advisors and responsive staff.
Frequently asked questions about Charter Oak Insurance & Financial Services
How is Charter Oak Insurance & Financial Services rated?
Charter Oak Insurance & Financial Services has a 3.8 star rating with 6 reviews.
When is Charter Oak Insurance & Financial Services open?
Charter Oak Insurance & Financial Services is closed now. It will open on Monday at 9:00 a.m.
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