Robert J Scrivens AIF, CFP- Charter Oak Financial

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Latham, NY
Robert J Scrivens AIF, CFP- Charter Oak Financial

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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

MassMutual 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

11/01/2026

When is a traditional IRA better than a Roth IRA? Learn how taxes, charitable giving, estate planning and future tax rates can affect the decision.

10/31/2026

Lower-income consumers are shopping more frequently, while others might be moving online to find deals. Either way, both groups want value.

10/30/2026

Election-year politics may be dominating our dinner tables, but the biggest investing trap is confusing political conviction with market insight.

10/29/2026

It’s an ungodly amount of reading and no easy A. So why are freshmen lining up to get into Humanities 10?

10/28/2026

Capital Group landed on two withdrawal strategies that depend on the retiree’s goals and expenses.

10/27/2026

Want to physically drive a Tesla in the future? The Roadster will be your only option. And the car is not cheap.

10/26/2026

Your financial statements are a dashboard, not a report card

10/25/2026

The education secretary is right to focus on what students need most: the ability to express themselves. As for maths, grab a calculator, says Guardian columnist Simon Jenkins.

10/24/2026

The average contest this season has lasted 3 hours and 11 minutes, the highest in decades. Tense finishes and an uptick in penalties are to blame.

10/23/2026

Social Security funds are on track to run short by 2032, which would mean a reduction in benefits. Here’s how four hypothetical households rely on the program in retirement.

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

http://www.charteroakfinancial.com/

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