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

06/14/2026

From wedding seating charts to hair washing, the author met an army of normies making apps to solve human-sized problems

06/13/2026

A new book looks at how rituals, charms and curses are central to the identity of America’s pastime.

06/12/2026

Jim Paulsen says signals in the stock market show economic strength is being overestimated. Consumer discretionary stocks are struggling, indicating a weaker US consumer. Cyclical stocks' price drop suggests economy nears recession, he added.

06/11/2026

Some commercial truck drivers are slowing down to cut costs at the pump. One driver said it costs him $1,200 to refuel his truck every two days.

06/10/2026

Growing maintenance costs, tax changes and workers returning to the office have forced sellers to cut prices on large, luxurious estates from the Cotswolds to the northern Home Counties.

06/09/2026

Spot bitcoin ETFs have seen outflows for 13 consecutive trading days, with the group showing year-to-date outflows of nearly $2.3 billion, according to Farside Investors.

06/08/2026

About one in five Americans age 65+ are still working, showing retirement often includes some continued employment. Many older workers shift to part-time roles, with a much higher share working reduced hours than those ages 55 to 64.

06/07/2026

You need at least $210,000 in annual income or at least $1.8 million in net worth to be in the top 10% of U.S. households. A 35-year-old needs around $372,000 of net worth to rank in the top 10% of their peers, while someone in their 50s needs over $1.9 million.

06/06/2026

Over five frantic days, Stuart A. Thompson gambled my family’s life savings on a hunch that A.I. could outperform a real estate agent. He wrote about it in the New York Times.

06/05/2026

Will homebuying get more affordable anytime soon? Here’s a closer look.

Address

24 Century Hill Drive Ste 105
Latham, NY
01040

Telephone

+14138224327

Website

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