HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM From Our Point Of View FAQ BLOG SEARCH RIGHT BACK TO WHERE WE STARTED FROM OCTOBER 15, 2021 Global markets continue to show resilience as the economy recovers from the pandemic. Read More REQUIRED MINIMUM IRA DISTRIBUTIONS & HOW TO DONATE YOUR RMD USING QUALIFIED CHARITABLE DISTRIBUTIONS SEPTEMBER 17, 2021 Qualified Charitable Distributions (“QCDs”), a.k.a. IRA charitable distributions or IRA charitable rollovers, allow individuals to satisfy their annual RMD. Read More LOAD MORE POSTS NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten

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HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM Join Our Team Come join the fun as we help people get most from their financial lives If you are looking to live, or already live, in Northern New England, near Portland, Maine or Portsmouth, New Hampshire, and enjoy helping people through the complexities of managing their financial lives, Charter Oak wants to talk to you. We are looking for motivated, team-oriented people to help us fulfill our mission to our friends and neighbors. PLEASE CONTACT VIRGINIA SKEVINGTON FOR MORE DETAILS. OUR SUMMER INTERN PROGRAM IS TEMPORARILY PAUSED DUE TO THE COVID-19 PANDEMIC. WE HOPE TO WELCOME APPLICANTS FOR SUMMER 2022. CALL US AT (800) 646-5720 OR FILL OUT THE FORM BELOW: NAME EMAIL PHONE MESSAGE SEND NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten