Charter Oak Financial Group, Inc. (COFG) is an insurance organization that specializes in working with affluent individuals in collaboration with their advisers in designing funding solutions to help achieve their long term estate, development or legacy goals.  Additionally our practice works with small to mid sized business owners and professional in providing for their business insurance and retirement needs.

Explore the list of services and options we can provide you.  Read samples of some commen Client Case Studies and Real Life Scenerios.  Have a question?  We are here to help. CALL/CONTACT US now to get your
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