Robert J Scrivens AIF, CFP- Charter Oak Financial

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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

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

10/14/2026

The Treasury Department auto-enrolled 70 million children into Trump Accounts on Oct. 1.

10/13/2026

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

10/12/2026

Effective altruism began as a way to make charitable giving go further. Now, it is helping shape some of the biggest debates in technology, philanthropy, and AI.

10/11/2026

Raising money feels like the milestone, but it often exposes the deeper problems a startup has been avoiding.

10/10/2026

Big cities, which have a population over 250,000, come with specific financial and lifestyle benefits. But for some retirees, those benefits may not be enough to outweigh the crowding, cost of living, and busy pace of life.

10/09/2026

Just in time for Halloween, memoirist Alice Cooper's intereview with Marc Myers on the rock star's early near-death health issue, his passion for Chuck Berry and dressing up as Zorro for Halloween

10/08/2026

Downsizing in retirement can help simplify your lifestyle, lower expenses and even create extra income. In addition to moving to a smaller home, retirees may benefit from selling unused items, reducing financial accounts, and cutting unnecessary costs.

10/07/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

10/06/2026

Young adolescents who turn to chatbots for companionship feel more lonely, a new study says.

10/05/2026

In the third quarter, overall sales stalled, with GM reporting a 5.5% overall decline.

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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