Charter Oak Financial Group, Inc.
We are a group of experienced insurance and investment specialists with a combined 100 plus years of expertise, who collaborate on evaluating, designing and implementing innovative cost effective solutions for business owners and professionals.
Charter Oak Financial Group, Inc. (COFG) is an financial service organization that specializes in innovative retirement solutions for the small business owner and professional practitioner. Additionally, our practice works with the successful individual business owner/professional, implementing leveraged funding vehicles that satisfy their Estate Liquidity needs. Our services include: Selective Executive Retirement Planning Buy/Sell Funding Plans Estate Plan Liquidity Funding Key Person Indemnification We are a group of experienced insurance and investment specialists with a combined 100 plus years of expertise, who collaborate on evaluating, designing and implementing innovative cost effective solutions for business owners and professionals. Our Expertise Selective Retirement Programs Buy/Sell Funding Plans Estate Planning and Fundinng Options
Address: 208 Annelise Ave 1st Floor, Southington, CT, USA
Phone: +1 860 276 1091
FAX:
