CHARTER OAK FINANCIAL GROUP, INC
We are a group of experienced insurance and investment specialists with a combined 100 plus years of experience, who collaborate on evaluating, designing and implementing innovative tax efficient and cost effective solutions for business owners and professionals.
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Who We Are
With over 50 years of proven experience in the financial service industry, Charter Oak Financial Group, Inc. works with successful business owners and professionals designing solutions to help you protect your business, your retirement assets, and your legacy. Our mission is to design and implement tax advantaged benefit plans that are sound, affordable and effective. Our practice works with our clients in providing for their business insurance, Estate liquidity and retirement planning needs.
Michael Prairie Sr. (Founder and President)
Secure Your Future with Expert Financial Solutions Today!
Testimonials
Designing Funding Solutions to Help Achieve You Long Term Estate, Development or Legacy Goals.
With over 50 years of experience, Charter Oak Financial Group, Inc. excels in safeguarding business and personal financial assets, providing tailored strategies for your unique needs.
Comprehensive Solutions
Client-Focused Approach
Trusted Track Record
Innovative Strategies
Personalized Service
