Charter Oak Financial Group, Inc
With over 50 years of proven experience in the financial service industry, Charter Oak Financial Group, Inc. works with successful business owners and professionals designing solutions to help you protect your business, your retirement assets, and your legacy. Our mission is to design and implement tax advantaged benefit plans that are sound, affordable and effective. Our practice works with our clients in providing for their business insurance, Estate liquidity and retirement planning needs.
Mike Prairie (Founder and President)