Retirement and Investment
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. Charter Oak Retirement and Investment Services can help you work towards your personal financial goals.
- Insurance Planning
- Retirement Income Planning
- Tax-advantaged Investment Planning*
- Education Funding
- Business Planning
- Mutual Funds
- Stocks/Bonds
- Wealth Management & Preservation
Call 860.446.3398
Learn more about lifetime income options with a no obligation retirement analysis.
The Charter Oak Retirement and Investment program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.*
Talk to our financial professionals today!
Check the background of these investment professionals on FINRA’s BrokerCheck.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Charter Oak Federal Credit Union and Charter Oak Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Charter Oak Retirement and Investment Services, and may also be employees of Charter Oak Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Charter Oak Federal Credit Union or Charter Oak Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May Lose
Value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Charter Oak Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.