CHARTER OAK FINANCIAL GROUP

Charter Oak Financial Group, Inc. (COFG) is an financial service organization that specializes in innovative retirement solutions for the small business owner and professional practitioner. Additionally, our practice works with the successful individual business owner/professional, implementing leveraged funding vehicles that satisfy their Estate Liquidity needs... We are a group of experienced insurance and investment specialists with a combined 100 plus years of expertise, who collaborate on evaluating, designing and implementing innovative cost effective solutions for business owners and professionals.

Also known as: Charter Oak Financial Group, Inc.

Primary location: Southington United States