The Heritage Team Email Formats
Financial Services • 
Heritage Village, Connecticut, United States • 1-10 Employees
Key Contact at The Heritage Team
Maximo Trama
Director Of Client Operations
Company overview
| Headquarters | 555 Heritage Road, Southbury, CT 06488, US |
| Phone number | +12026064560990 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Retirementplanning, Disabilityinsurance, Financialgrowth |
| Employees | 1-10 |
| Socials |
About The Heritage Team
Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. Our professionals and dedicated staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service. Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Heritage Team has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
The Heritage Team has never raised funding before.
Switzerland
China
Frequently asked questions
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