Jamrog Group

Charter Oak Financial, based in Holyoke, MA, is a fiercely independent financial services firm dedicated to supporting elite established and emerging practices that seek to scale their operations. They pride themselves on delivering a tactically excellent and personalized experience that elevates both the practices they serve and their clients' expectations. With a focus on scalable high-touch support, Charter Oak Financial understands the unique challenges faced by financial professionals and businesses. Their commitment to unlocking powerful customer solutions is reflected in their innovative infrastructure, designed to meet the diverse needs of established companies, teams, and solo practitioners alike. Generated from the website

Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the centerbacked by the power of Goldman Sachs.

DiStefano Financial Group, LLC is a financial services firm located in Holyoke, MA, offering a range of investment advisory and financial planning services to individuals, families, and businesses. Led by Christopher E. DiStefano, a registered representative of MML Investors Services, LLC, the company provides expertise in areas such as retirement planning, employee benefits, and trust services. With a philosophy centered around fee-based planning and a commitment to delivering personalized solutions, DiStefano Financial Group, LLC aims to help clients achieve their financial goals through a comprehensive approach that includes investments, mutual funds, insurance, and college savings plans.Generated from the website