The Heritage Team
Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. Our professionals and dedicated staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service. Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MT
Maximo Trama
Director of Client Operations · Operations
EmailPhone - KB
Karina Bustamante
Client Operations Manager · Customer/Client Service
EmailPhone - ZM
Zakary Mack Cianciolo
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 6 verified contacts
Top roles at The Heritage Team
5 distinct titles indexed · top 5 shown.
- 2client operations manager
- 1director of client operations
- 1financial advisor
- 1financial planner
- 1senior assistant accountant
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