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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
2.0
4 June 2019

Decent at Best

Recommend
CEO approval
Business outlook

Pros

Can't think of one to be honest.

Cons

If you're not an experienced Financial Service Representative or Advisor, don't apply here.

5.0
28 Feb 2017

Financial Advisor

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great upside for comp and benefits

Cons

Must develop own leads to harvest

3.0
20 Jan 2015

Building a Financial Services practice.

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Offered quality insurance and financial products, provided good training to new agents, and encouraged agents to find markets that fit with how they want to build their practice.

Cons

There was a "Us" vs "Them" atmosphere in the office between some of the older, established agents, and the newly recruited agents just starting out.

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.