Business Details
About
Financial PlanningLife Insurance AgencyInsurance AgencyInvestment Service
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.
Location
Charter Oak Financial - Melville, NY
48 South Service Rd, Melville, NY
11747, United States
Hours
Reviews
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2 reviews
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- SBSara BrandJul 7, 20225.0Amazing 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
- KCKelly ConlonJul 6, 20225.0Have 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.
Frequently Asked Questions About Charter Oak Financial - Melville, NY
What types of financial products does Charter Oak Financial - Melville, NY offer?
They offer insurance, annuities, retirement products, mutual funds, and securities.
What services are provided by Charter Oak Financial - Melville, NY?
They provide retirement services, financial services, and investment advisory services.
What are the business hours for Charter Oak Financial - Melville, NY?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Which languages are spoken at Charter Oak Financial - Melville, NY?
They offer services in English, Chinese (Cantonese and Mandarin), Korean, and Spanish.
Where is Charter Oak Financial - Melville, NY located?
It is located at 48 South Service Rd, Suite 400, Melville, NY 11747, USA.
What affiliations does Charter Oak Financial - Melville, NY have?
They are associated with FINRA and SIPC, ensuring regulated financial practices.
How can I contact Charter Oak Financial - Melville, NY?
You can reach them by phone at +1 516-391-0300 or visit their website at https://www.charteroakfinancial.com/.
Are there financial service providers near Charter Oak Financial - Melville, NY?
Yes, nearby financial service providers include 20/20 Financial Solutions, Steven Koerner - Citizens Bank Home Mortgages, and Dennis Miller - Ameriprise Financial Services, LLC, which can complement your financial planning needs.
Can I find mortgage services near Charter Oak Financial - Melville, NY?
Yes, there are several mortgage brokers and lenders nearby such as Danny Janashvili, Robert Negrin - Citizens Bank, and Ricky Jarvis - Citizens Bank, providing options for home financing.
What other businesses are located near Charter Oak Financial - Melville, NY that might be useful to visit?
Nearby businesses include Optimum Healthcare for public health services, GE Appliance Repair for appliance needs, and Robyn Attorney Weisman at Law for legal services, which might be helpful before or after your financial consultation.