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Charter Oak Financial

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Financial Advisor - Anonymous employee Charter Oak Financial Employee Review

5.0
28 Feb 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great upside for comp and benefits

Cons

Must develop own leads to harvest

Explore other reviews about Charter Oak Financial

5.0
18 Oct 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great team of advisors, support staff etc

Cons

No leads, must produce all business on your own

3.0
7 Oct 2024
Recommend
CEO approval
Business outlook

Pros

My manager was amazing to work for.

Cons

no room to grow most people work from you but you're expected to be in the office full-time

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