CHARTER OAK RETIREMENT AND INVESTMENT SERVICES

Work With Someone You Trust

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Charter Oak Retirement and Investment Services* serving Charter Oak Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.

Steve Sylvester and Todd Gestrich are available for your personal assistance with investment and financial planning decisions. You can set up a no-cost, no-obligation meeting to discuss:

  • Retirement Planning
  • College Savings Programs
  • Investing in Stocks, Bonds, Mutual Funds and Annuities
  • Trust Services**
  • And Much More!

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

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
 
 

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*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. CBSI is under contract with the financial institution to make securities available to members. Not 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.

**MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

 

FR-1443065.1-0316-0418

Enjoy these great offers!

 

EARN
 

3.00%apy*


ON GO CHECKING

ACCOUNTS


UP TO $10,000, PLUS ATM
FEE REBATES​


 

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* APY = Annual Percentage Yield

 

EARN
 

2.50%apy*


ON HEALTH SAVINGS

ACCOUNTS (HSAs)


NO SERVICE FEES!
PAY BY CHECK OR DEBIT CARD!


 

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* APY = Annual Percentage Yield

 

WE'RE GIVING AWAY

 

$90,000

 

IN
COLLEGE
SCHOLARSHIPS

 

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AUTO LOAN RATES
AS LOW AS

 

 

2.39%apr**

 

 

CONVENIENT, LOW COST

AUTO LOANS!

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** APR = Annual Percentage Rate