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

MassMutua

l 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

09/07/2026

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

09/05/2026

The case is offering a view into the complex strategies the superrich deploy to protect what they have earned.

09/04/2026

You don’t need to make drinking water a part-time job since too much of it doesn’t have any real health benefit.

09/03/2026

The pros said "let the bond market speak." But investors don't like what it's saying.

09/02/2026

Retirement planning goes beyond savings. Learn how purpose, relationships, community, financial clarity and sleep help support a fulfilling retirement.

09/01/2026

Here's a framework that satisfies both the head and the heart.

08/31/2026

As retirement gets closer, one of the biggest questions is how the savings you’ve built will eventually turn into income.

08/30/2026

Longevity preparedness and retirement planning isn't just about money. See how home security, technology and trust can help you age-in-place and live independently longer.

08/29/2026

A bargain is a bargain for millionaire Shark Tank star Kevin O’Leary—he still shops at Walmart for essentials like jeans, paper towels, and butter.

08/28/2026

Flood insurance may not be top of mind during a quiet hurricane season—but recent storms are a reminder that flood risk doesn’t stop at the coast.

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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