Charter Oak Capital Management / Financial Advisor in Portland, Maine

Charter Oak Capital Management is a Maine-based independent financial advisory firm, established in 1992. We work solely in our clients best interests and provide unbiased, conflict-free advice, planning and investment management.

Specialties

401K Consulting 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds CPA Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor International Financial Planning Investment Consulting Investment Policy Statements Investment Services IRA Job Transition Coaching MBA Middle Income Mutual Funds Passive Investment Strategies Planning Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Stocks Sustainability Synergistic Portfolio Planning Trustee Services Wealth Management Women's Issues Young Investors
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.063 secs on 03/28/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode