CHARTER OAK RETIREMENT AND INVESTMENT SERVICES

WHERE DO YOU GET YOUR RETIREMENT PLANNING ADVICE?

From a call center, over the phone, with a total stranger every time you call?

At Charter Oak Retirement and Investment Services, relationships matter. That's why helpful advice and retirement planning are available right here, in person.

The Charter Oak Retirement and Investment program is offered through CUNA Brokerage Services, Inc.*, a broker/ dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

TALK TO OUR FINANCIAL ADVISORS TODAY!

Stephen A. Sylvester, CRPC®
Vice President
Wealth Management
Direct Line: 860.446.1842
Fax: 608.218.2199
1055 Hartford Turnpike
Waterford, CT 06385
                OR
32 Chicago Avenue 
Groton, CT  06340
email Steve Sylvester

 Todd A. Gestrich
 Financial Advisor
 Direct Line: 860.446.3312
 Fax: 608.236.8031
 3 Boston Post Road
 Waterford, CT  06385
 email Todd Gestrich



 
 

 Thomas Curtin
 Financial Advisor
 Direct Line: 860.446.3477
 Fax: 608.236.8834
 One Connecticut Avenue
 Norwich, CT  06360
 email Thomas Curtin

 
 

LEARN MORE

Check the background of these investment professionals on FINRA's BrokerCheck.

*Charter Oak Retirement and Investment advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2516070.1-0419-0521

 

Enjoy these great offers!

 

EARN
 

2.30%apy*


ON A 7-MONTH

CERTIFICATE



 


 

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* APY = Annual Percentage Yield

 

EARN
 

2.00%apy*


ON A 20-MONTH

CERTIFICATE





 

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* APY = Annual Percentage Yield

 

EARN

 

3.00%apy*


ON GO CHECKING

UP TO $10,000


ATM  REBATES AND MUCH MORE!
 


 

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*APY=Annual Percentage Yield

 

ACCELERATOR MORTGAGES
AS LOW AS

2.79%  /
2.85%apr**


 

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** APR = Annual Percentage Rate