Charter Oak Financial: Detailed Company Information & Corporate Profile

Contact top employees from Charter Oak Financial

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 Websitecharteroakfinancial.com
Phone Number(718) 321-0062
Industries
Charter Oak Financial Headquarters address330 Whitney Avenue, Holyoke, MA, 01040 US
Company Size200-500 employees
SpecialtiesRisk Management, Life Insurance, Long Term Care Insurance, Disability Income Insurance, Business Planning & Protection, Retirement Planning & Investment Services, Fee-Based Financial Planning, Wealth Management
SIC Code6321, 6199
DMA CodeNew York Metropolitan Area
Founded1886
Estimated Annual Revenue$100M - 500M
Operating StatusIndependent Company

Charter Oak Financial Org Chart

Chief Executive Officer

Chief Executive Officer

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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

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Total employee turnover

Length of Employment

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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 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Charter Oak Financial
Joanna Peduto Leary
Joanna Peduto LearyHead of Brand + Creative Strategy
Phone (1)
+1-***-***-2614
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Patti Stevens
Patti StevensNew Business Coordinator
Phone (1)
+1-***-***-3031
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Jeff Bottaro
Jeff BottaroHead of Sales
Email (4)
j******o@charteroakfinancial.com , j**********o@crump.com , j******o@massmutual.com , ...
Phone (1)
+1-***-***-1647
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anna soro
anna soroSite Coordinator
Phone (1)
+1-***-***-6927
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Amy Boissonnault
Amy BoissonnaultNew Business Coordinator
Phone (1)
+1-***-***-2423
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Barbara Cafarelli
Barbara CafarelliRecruiting and Transition Coordinator
Email (3)
c***@hotmail.com , c***@gmail.com , c***@rscottsmithdds.com
Phone (4)
+1-480-***-**24 , +1-623-***-**84 , ...
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Jaclyn Marinazzo
Jaclyn MarinazzoFinancial Advisor
Email (5)
j**************o@newyorklife.com , j*************o@newyorklife.com , j********o@charteroakfinancial.com , ...
Phone (4)
+1-909-***-**51 , +1-205-***-**54 , ...
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Joe Colombo
Joe ColomboFinancial Advisor
Email (5)
j********o@newyorklife.com , j******o@financialguide.com , j******o@charteroakfinancial.com , ...
Phone (1)
+1-***-***-9531
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Bruce Moore
Bruce MooreDirector Of Technology
Email (4)
b****e@charteroakfinancial.com , b******s@earthlink.net , c***y@hotmail.com , ...
Phone (2)
+1-205-***-**05 , +1-870-***-**35
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Dilenia Ortega
Dilenia OrtegaOperations Manager
Email (4)
d************a@newyorklife.com , d************a@newyorklife.com , d*****a@charteroakfinancial.com , ...
Phone (1)
+1-***-***-0307
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Zakary Mack Cianciolo
Zakary Mack CiancioloFinancial Advisor
Phone (1)
+1-***-***-7156
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Christopher Barle
Christopher BarleFinancial Services Professional
Email (4)
b***@hotmail.com , b***@gmail.com , b***@faa.gov , ...
Phone (3)
+1-909-***-**77 , +1-909-***-**55 , ...
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Jasen Rose
Jasen RoseFinancial Services Professional
Phone (1)
+1-***-***-3899
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Joanna Peduto Leary
Joanna Peduto LearyChief Marketing Officer
Email (4)
p***@hotmail.com , j***@aol.com , j***@b2wsoftware.com , ...
Phone (2)
+1-909-***-**92 , +1-623-***-**27
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Ella Romano
Ella RomanoAssistant for Financial Advisor
Email (1)
e*****o@charteroakfinancial.com
Phone (1)
+1-***-***-0682
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Ian Pacifico
Ian PacificoFinancial Advisor
Phone (1)
+1-***-***-2886
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Charter Oak Financial Corporate Information: FAQ

Charter Oak Financial operates in the Finance industries. More details can be found on the official website: charteroakfinancial.com.
The headquarters of Charter Oak Financial are located in Holyoke, United States.
You can contact Charter Oak Financial by phone at (718) 321-0062.
Charter Oak Financial currently employs 200-500 people.
Charter Oak Financial's revenue is approximately 102.5M.

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