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

06/02/2026

New research shows household budgets for lower-income families are hurt more by inflation because of "cheapflation."

06/01/2026

Labor’s share of economic output just hit an all-time low, while the profit share neared a record. It helps explain why consumers feel so glum.

05/31/2026

Medium-sized towns have populations between 20,000 and 49,999 people. Top medium-sized towns for retirees are found in Alaska, Florida, Iowa, Maine, New Hampshire, Pennsylvania, Texas, and Virginia.

05/30/2026

Even when meetings end with everyone agreeing, side conversations can dissolve alignment. Here's how to stop the drift.

05/29/2026

Households with median incomes are far short of being able to afford the payments on median houses, according to an index of home affordability. Forecasters at Oxford Economics expect home affordability to continue to decline over the next decade.

05/28/2026

Certain phrases in your company and job descriptions may signal a culture that's driving top talent away. Here's what to listen for — and how to fix it.

05/27/2026

Longtime migration away from parts of Rust Belt has started to reverse. Housing affordability is pull for metro areas like Akron, Ohio.

05/26/2026

How much your heirs inherit depends on where you lived. Here’s a state-by-state guide to estate and inheritance taxes and onerous probate fees.

05/25/2026

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

05/24/2026

Google unveiled a new AI-powered search this week. It could ruin the internet. The changes mean you'll get a traditional list of links much less often. Instead, you'll get AI-powered answers, personalized just to you. That's not the internet we know.

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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