Charter Oak Insurance and Financial Services Revenue and Competitors

Holyoke, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Charter Oak Insurance and Financial Services's estimated annual revenue is currently $48M per year.(i)
  • Charter Oak Insurance and Financial Services's estimated revenue per employee is $231,000

Employee Data

  • Charter Oak Insurance and Financial Services has 208 Employees.(i)
  • Charter Oak Insurance and Financial Services grew their employee count by 8% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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Being both a throwback and an innovator wasnâ??t part of some big strategic plan. Itâ??s something thatâ??s always been part of us.\r\n \r\nThe whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as â??The Hartford-Springfield Agency.â?? Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions weâ??re privileged to call clients.\r\n \r\nWe believe our growth was made possible by realizing that connecting to our pastâ??to the days when business was done on a handshake and people looked out for one anotherâ??is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on whatâ??s next.

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Total Funding

208

Number of Employees

$48M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Charter Oak Insurance and Financial Services's People

NameTitleEmail/Phone
1
Director OperationsReveal Email/Phone
2
Financial RepresenativeReveal Email/Phone
3
Agency Supervisory OfficerReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Director Training And DevelopmentReveal Email/Phone
6
Director New BusinessReveal Email/Phone
7
Certified Financial PlannerReveal Email/Phone
8
Producer/PartnerReveal Email/Phone
9
Financial ProfessionalReveal Email/Phone
10
Network & Desktop SupportReveal Email/Phone

Charter Oak Insurance and Financial Services News

2022-04-20 - DBusiness Daily Update: Common Ground Launches Virtual ...

The Michigan Department of Insurance and Financial Services (DIFS) is unveiling a new website to provide easy to access and convenient...

2022-04-17 - WSFS Reports 1Q 2022 Results; Successful Close and ...

Selected quarterly financial results and metrics are as follows: ... previously disclosed Charter Oak matters) was $23.8 million in 1Q 2022,...

2022-04-13 - UnitedHealth Group (NYSE:UNH) Price Target Raised to ...

Edward Jones initiated coverage on UnitedHealth Group in a ... Charter Oak Capital Management LLC grew its stake in UnitedHealth Group by...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M2201%N/A
#2
$83.5M2815%N/A
#3
$101.3M3864%N/A
#4
$208.9M8296%N/A
#5
$257.2M8357%N/A