Charter Oak Financial
Financial Services • 
Holyoke, Massachusetts, United States • 101-200 Employees
Company overview
| Headquarters | 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, US |
| Phone number | +12025103185497 |
| Website | |
| NAICS | 52 |
| SIC | 639 |
| Keywords | Risk Management, Wealth Management, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Fee-Based Financial Planning, Business Planning & Protection, Retirement Planning & Investment Services |
| Founded | 1886 |
| Employees | 101-200 |
| Socials |
Key Contacts at Charter Oak Financial
Charter Oak Financial Email Formats
Charter Oak Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@charteroakfinancial.com), used 66.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@charteroakfinancial.com | 66.1% |
{first name}{last name} | johndoe@charteroakfinancial.com | 33.9% |
About Charter Oak Financial
Charter Oak Financial is the destination for elite, established, and emerging practices who are ready to scale—not ready to settle. We deliver an experience that’s both tactically excellent and refreshingly personal; supportive of your independence; and capable of elevating your practice beyond your—and your clients’—expectations.
Charter Oak Financial revenue & valuation
| Annual revenue | $12,100,000 |
| Revenue per employee | $70,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Charter Oak Financial has 90 employees across 8 departments.
Departments
Number of employees
Funding Data
Charter Oak Financial has never raised funding before.
Charter Oak Financial Tech Stack
Discover the technologies and tools that power Charter Oak Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Security
JavaScript libraries
JavaScript libraries
UI frameworks
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
Programming languages
Belgium
Poland
United Kingdom
Frequently asked questions
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