What departments does Charter Oak Agency have?

Charter Oak Agency has employees across 3 departments including Finance, Sales, Accounting.

What is the largest department at Charter Oak Agency?

The largest department at Charter Oak Agency is Finance with 1 employees.

Where are Charter Oak Agency employees located globally?

Charter Oak Agency has employees across 1 continents and 1 countries including United States Of America.

How has Charter Oak Agency's team size changed over time?

Charter Oak Agency's team has remained stable from approximately 5 to 5 employees based on available data.

Charter Oak Agency Employee Directory

InsuranceConnecticut, United States2-10 Employees

Charter Oak Agency is an insurance firm based in Old Greenwich, Connecticut. It offers insurance products intended to meet clients' risk-management needs.

The agency is a small operator within the insurance sector. In 2025, Charter Oak Agency was acquired by Smith Brothers Insurance LLC, effective July 1, 2025.

Charter Oak Agency Global Highlights

North America
8

United States Of America
8

Charter Oak Agency's Leadership

V. D.
Insurance & Financial Planning Professional
Mobile Phone
Email
R. F.
Advisor
Mobile Phone
Email
T. T.
Sales
Mobile Phone
Email
K. S.
Independent Insurance Broker And Agent, Personal And Commercial Lines
Mobile Phone
Email
L. B.
Csr-Personal Account Advisor
Mobile Phone
Email
J. S.
Mobile Phone
Email
L. B.
Mobile Phone
Email

Charter Oak Agency Employee Metrics

100%

50%

0%

2026

2025

Administrative
Consultant
Sales
Accounting
Analytics
Other

Contact profiles from Charter Oak Agency

Name

Title

Contact Info

Location

Last Update

V. D.
Insurance & Financial Planning Professional
Mobile Phone
Email
United StatesConnecticut
Jan 28, 2026
R. F.
Advisor
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
T. T.
Sales
Mobile Phone
Email
United StatesConnecticut
Jul 19, 2025
K. S.
Independent Insurance Broker And Agent, Personal And Commercial Lines
Mobile Phone
Email
United StatesConnecticut
Jul 28, 2024
L. B.
Csr-Personal Account Advisor
Mobile Phone
Email
United StatesConnecticut
Sep 13, 2024
J. S.
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
L. B.
Mobile Phone
Email
United StatesNew York
Apr 25, 2025

Frequently Asked Questions

What is Charter Oak Agency known for?

Charter Oak Agency operates in the Insurance industry; you can contact the main corporate office by phone at

+1-203-655-****

. Explore Charter Oak Agency's company overview page for more information.

What is Charter Oak Agency's most common email format?

Charter Oak Agency employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charter Oak Agency email formats with LeadIQ.

How many employees does Charter Oak Agency have currently?

Charter Oak Agency has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Charter Oak Agency's key employees and leadership?

As of July 2026, Charter Oak Agency's key employees include:

Insurance & Financial Planning Professional: V. D.
Advisor: R. F.
Sales: T. T.
Independent Insurance Broker And Agent, Personal And Commercial Lines: K. S.
Csr-Personal Account Advisor: L. B.

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Charter Oak Agency Employee Directory

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