Charter Oak Financial - Melville, NY - Melville, New York

Charter Oak Financial - Melville, NY

Located at 48 S Service Rd Suite 400, Melville, NY 11747, United States, Charter Oak Financial is a reputable financial services company that offers a range of financial planning, insurance, and investment services.

Specialties

Charter Oak Financial specializes in financial planning, insurance agency, investment service, and life insurance agency.

Other points of interest

This company has wheelchair-accessible car park, wheelchair-accessible entrance, and restroom facilities. Appointments are recommended.

Opinions

Charter Oak Financial has received excellent reviews from its clients, with an average rating of 5/5 on Google My Business. Clients praise the company's professional, knowledgeable, and patient service, which has helped them make informed decisions about their financial futures.

About Charter Oak Financial

Charter Oak Financial is a trusted name in the financial services industry, with a reputation for providing expert advice and guidance to individuals and families. The company's team of experienced financial planners, insurance experts, and investment specialists work together to help clients achieve their financial goals.

With a comprehensive range of services, Charter Oak Financial offers personalized financial planning, insurance solutions, investment advice, and life insurance services. The company's mission is to provide exceptional service, expertise, and support to its clients, helping them navigate the complexities of the financial world and achieve financial peace of mind.

Charter Oak Financial's commitment to excellence is reflected in its state-of-the-art facilities and cutting-edge technology, which enable the company to provide a seamless and efficient experience for its clients.

Key Features

• Wheelchair-accessible car park and entrance
• Wheelchair-accessible restroom facilities
• Appointments recommended
• Professional, knowledgeable, and patient service
• Comprehensive range of financial planning, insurance, and investment services
• Expert advice and guidance
• State-of-the-art facilities and cutting-edge technology

Why Choose Charter Oak Financial

If you're looking for a trusted and experienced financial services company, look no further than Charter Oak Financial. With its comprehensive range of services, expert advice, and commitment to excellence, Charter Oak Financial is the perfect choice for individuals and families looking to achieve financial peace of mind.

By choosing Charter Oak Financial, you can trust that you're working with a company that truly understands the complexities of the financial world. Our team of experienced professionals will work closely with you to understand your unique needs and goals, providing personalized advice and guidance every step of the way.

At Charter Oak Financial, we're dedicated to helping you achieve financial success. Contact us today to learn more about our comprehensive range of financial planning, insurance, and investment services.

👍 Reviews of Charter Oak Financial - Melville, NY

Sara B.

5/5

Amazing service! I was very pleased with how my financial planner walked me through the process and helped me better understand the options available. He was very knowledgeable and patient, and made me feel confident in the decision I made. I would highly recommend working with Charter Oak

Kelly C.

5/5

Have had a really great experience working with this company. They were professional, knowledgeable, and very helpful walking me through the financial planning process. Everything was explained to me in terms that I was able to easily understand. I feel much more confident about my financial future.