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Charter Oak Financial

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Charter Oak Financial Reviews

3.6

49% would recommend to a friend

(14 total reviews)

Brendan Naughton and Brad Somma

100% approve of CEO

38% positive business outlook

Reviews by job title

14 reviews
3.0
7 Oct 2024

Salary

Recommend
CEO approval
Business outlook

Pros

My manager was amazing to work for.

Cons

no room to grow most people work from you but you're expected to be in the office full-time

2.0
10 Mar 2022
Recommend
CEO approval
Business outlook

Pros

Coworkers are nice, supervisor really tries to motivate and the sales seminars are helpful.

Cons

If you are a people person and you have a strong network of friends and families that you can sell insurance to... this is the place for you. Otherwise, you're going to lose money paying for the MONTHLY company fees.

5.0
18 Oct 2021

Great place to start as an advisor

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great team of advisors, support staff etc

Cons

No leads, must produce all business on your own

Viewing 1 - 3 of 14 Reviews

Glassdoor has 17 Charter Oak Financial reviews submitted anonymously by Charter Oak Financial employees. Read employee reviews and ratings on Glassdoor to decide if Charter Oak Financial is right for you.