

Charter Oak Financial: Detailed Company Information & Corporate Profile
Summary
Charter Oak Financial is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Flushing, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Charter Oak Financial varies between 100M and 500M. To connect with Charter Oak Financial employee register on SignalHire.
| Charter Oak Financial Website | charteroakfinancial.com |
| Phone Number | (718) 321-0062 |
| Industries | |
| Charter Oak Financial Headquarters address | 330 Whitney Avenue, Holyoke, MA, 01040 US |
| Company Size | 200-500 employees |
| Specialties | Risk Management, Life Insurance, Long Term Care Insurance, Disability Income Insurance, Business Planning & Protection, Retirement Planning & Investment Services, Fee-Based Financial Planning, Wealth Management |
| SIC Code | 6321, 6199 |
| DMA Code | New York Metropolitan Area |
| Founded | 1886 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
Charter Oak Financial Org Chart
Chief Executive Officer
C-Level
Chief Operating Officer
Chief Financial Officer
Chief Financial Officer
Estimated Website Traffic
The chart shows a growth in traffic to the charteroakfinancial.com website. In April, traffic increased to 467, compared to 463 in the previous month. The highest traffic in 2026 was recorded in February, reaching 485 visits.
Workforce Turnover
Number of employees switched from or switched to
Length of Employment
Charter Oak Financial's workforce includes employees across a wide range of tenure levels.
5% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years16% have been with the company for 8 to 10 years57% have been with the company for more than 11 yearsCompanies Similar to Charter Oak Financial
Charter Oak Financial Corporate Information: FAQ
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