Robert J Scrivens AIF, CFP- Charter Oak Financial

Robert J Scrivens AIF, CFP- Charter Oak Financial I can offer comprehensive financial strategies and/or focus on one specific area of need.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I offer total financial needs analysis through a network of experienced professionals with expertise in:

- Advisory Services
- Retirement Analysis and Programs
- Estate Strategies
- Employee Benefit and Retention Services
- Business Continuation Strategies
- Trust Services

MassMutual Finanicial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. I am licensed to sell insurance and securities in IL, MA, MI, NV, NJ, NY, OH, and VT. I am a registered representative of, and offer sercurities, investment advisory services, and finanicial planning through, MML Investors Services, LLC, member SIPC. Supervisory Office:
24 Century Hill Dr Ste 105
Latham, NY 12110

Phone: 518-220-3000

10/06/2026

Young adolescents who turn to chatbots for companionship feel more lonely, a new study says.

10/05/2026

In the third quarter, overall sales stalled, with GM reporting a 5.5% overall decline.

10/04/2026

Mark Truby has three Gen Z sons, and he has watched them size up their futures with one eye on artificial intelligence.

10/03/2026

The Fed raised interest rates. Here’s what may change, what probably won’t and where higher rates could potentially benefit you.

10/02/2026

Explore “Everywhere Millionaires” and how Main Street business owners in construction, logistics, and food service may build enterprise value over time.

10/01/2026

Muse has been downloaded more than 3.4 million times and is topping app-store charts. After a week testing it out, Wall Street Journal tech writer Nicole Nguyen says she sees how Muse became a hit. And how much data it needs to do its job.

09/30/2026

Asset protection planning integrates with exemption, marital, estate, and charitable strategies to whittle down exposed wealth and protect core assets.

09/29/2026

Learn what the Fed rate hike means for credit card debt and how to reduce financial anxiety, manage high-interest debt and regain financial control.

09/28/2026

Golf has never been more popular — and golfers have never been more upset.

09/27/2026

The Department of Education announced the opening of the application on Wednesday, marking the earliest launch of the college financial aid application

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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