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 LPL Financial (LPL), a registered investment advisor and broker-dealer.*

Retire in Good Financial Health e-brochure
Talk to our financial professionals today!

COMPLIMENTARY VIRTUAL FINANCIAL EDUCATION WORKSHOPS

Thursday, October 6th
6:00pm Eastern

How To Weather A Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather a bear market.

Reserve Your Virtual Seat

Monday, October 17th
6:00pm Eastern

Social Security

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Reserve Your Virtual Seat

Thursday, October 27th

6:30pm Eastern

Understanding Medicare

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions.

Reserve Your Virtual Seat

TALK TO OUR FINANCIAL PROFESSIONALS TODAY!

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

Todd A. Gestrich
Wealth Manager
Direct Line: 860.446.3312
3 Boston Post Road
Waterford, CT  06385
email Todd Gestrich

Golam Ahmed
Wealth Manager
Direct Line: 860.446.3477
1 Connecticut Ave
Norwich, CT  06360
email Golam Ahmed

Learn more

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.