Reviews for Charter Oak Financial - Melville, NY
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Charter Oak Financial - Melville, NY
48 S Service Rd Suite 400, Melville
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Amazing service! I was very pleased with how my financial planner walked me through the process and helped me better understand the options available. He was very knowledgeable and patient, and made me feel confident in the decision I made. I would highly recommend working with Charter Oak
Have had a really great experience working with this company. They were professional, knowledgeable, and very helpful walking me through the financial planning process. Everything was explained to me in terms that I was able to easily understand. I feel much more confident about my financial future.