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Charter Oak Insurance and Financial Services Co.

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Charter Oak Insurance and Financial Services Co.

Overview:

Charter Oak Insurance and Financial Services Co. (Charter Oak) serves more than 70,000 clients across the Northeast and beyond. With regional offices throughout New England, chances are we’re right in your back yard.

Our relationship with you is about much more than financial services and insurance. It’s about children and parents, brothers and sisters, businesses and employees. It’s listening to what you have to say and putting your interests first. It’s being a part of your team and a member of your community.

Back when business was still done on a handshake and a sense of trust and partnership prevailed, collaborations like this were common. A lot has changed since those days, but we still believe what was true then is true now: we are stronger together than we are alone.

We remain connected to this philosophy in all we do. You’ll find it at the basis of our regional network of professionals, reflected in the hands-on work we do in our local communities and woven throughout our commitment to you.

History:

The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients.

We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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