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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Retire in Good Financial Health e-brochure

TALK TO OUR FINANCIAL PROFESSIONALS 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

Golam Ahmed
Financial Advisor
Direct Line: 860.446.3477
Fax: 608.236.6498
1 Connecticut Ave
Norwich, CT  06360
email Golam Ahmed

Learn more

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

 

*Charter Oak Retirement and Investment Financial Professionals 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

Savings Accounts

EARN 1.50% APY* ON OUR HSA ACCOUNT

*APY = Annual Percentage Yield

Auto Loans

AUTO LOAN RATES AS LOW AS 2.74% APR**

**APR = Annual Percentage Rate

Checking Accounts

EARN 3.00% APY* ON GO CHECKING

*APY = Annual Percentage Yield

ACCELERATOR MORTGAGE AS LOW AS 2.79%/2.85% APR**

**APR = Annual Percentage Rate