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.

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.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. CBSI-1976251.1-1217-0120

 

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

3.59%  /
3.65%apr**


 

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** APR = Annual Percentage Rate