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COVID 19  RESPONSE

With your health and convenience in mind, Charter Oak Brokerage is pleased to offer both in-person and virtual options to serve our clients and communities.

In-Person
We are seeing clients in our offices on an appointment-only basis, with protocols in place to keep you and our associates safe. To schedule an appointment, please contact us directly. 

Virtually
For clients who prefer to conduct business virtually, the below resources are in place to serve your needs.

Above all, please know that we’re here for you whenever you need, however you need, as we continue to move forward together.

 

Advisor Resources

Account Access and Advice

Please contact our office for information. 

Check Submission

You may send checks directly to our offices, or take advantage of electronic check submission. Please ask your advisor for more information.

Meeting Requests

Our firm is using Zoom to conduct all meetings for the foreseeable future. Learn more about Zoom here.

 

Common Questions About Covid19
Steps to Prevent Illness

 

IN OUR COMMUNITIES

Communities everywhere have felt the impact of COVID-19. We’re proud to support the following organizations in their efforts to raise money for pandemic relief.

 

RECENT GRANTEES
COVID_Yale
Norwalk-Hospital-Foundation
CDP-Square
VFC
caipa