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

06/23/2026

A new data point shows that financial literacy is not just low, but deteriorating.

06/22/2026

Katie Klingensmith, Edelman Financial Engines’ chief investment strategist, says that U.S. stocks’ earnings momentum can continue and explains why her firm isn’t backing off exposure to foreign stocks.

06/21/2026

As companies rush to deploy AI chatbots for cost savings, a hidden erosion of brand trust is underway.

06/20/2026

Rising energy prices from geopolitical tensions could weaken consumer spending. Inflation pressures are easing, but consumer spending may slow as savings shrink and wages stagnate.

06/19/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

06/18/2026

Business Insider asked six tech workers what they believe got them hired beyond their resumes. They said networking helped them get interviews, but being prepared helped them get offers. Many tech workers are navigating a job market shaped by layoffs, AI, and slower hiring.

06/17/2026

Research suggests the brain can rewire itself to do two things at once.

06/16/2026

Inflation accelerated to a three-year high last month, but core prices rose less than expected, an encouraging sign for investors worried that resurgent inflation could force the Federal Reserve to raise interest rates this year.

06/15/2026

Shares in Elon Musk’s rocket maker makes its stock market debut. Here's what to know, including what's all the talk about a ‘green-shoe’ option?

06/14/2026

From wedding seating charts to hair washing, the author met an army of normies making apps to solve human-sized problems

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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