125 Years

Southbury, Connecticut


Charter Oak’s Southbury office opened its doors in early 2008, following the agency’s 2007 merger with Mariano McGrath & Associates.

With a client base that includes thousands of households throughout upper Fairfield and Litchfield counties, our Southbury professionals focus largely on retirement income and long term care funding strategies. This focus inspired a series of original retirement seminars and financial workshops our financial services professionals present across Connecticut.

For more information on Charter Oak’s Southbury office, please contact Jason Castaldi.

900 Main Street South, Building One, Suite 102
Southbury, CT 06488
Tel: 203.262.1575
Fax: 203.262.1578
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