Financial Advising in Waterford, CT

“During Christmas rush I need you to get some banking done.
It was extremely stressful for me due to circumstances.
Trevor was absolutely amazing. He walked me through what I needed to do after checking with the bank manager on duty.
Then I hit another obstacle and he was tremendously kind.
He followed through the next morning with the promised phone call. When I couldn't manage taking notes down with paper and pen, He volunteered to call back and leave a message. The message was clear and contained everything I needed to get the transactions completed.
The staff at charter oak are always pleasant.
Trevor went above and beyond to help me accomplish what I needed to do with the least stress possible.
Trevor made sure the loop was closed and I had everything I needed accomplished.
Trevor was: knowledgeable efficient respectful and kind.”

“I was referred to Strategic Rose by a friend to ask about a College Savings account for my kids. Simone took time out of her day (free of charge) to provide advice to me pertaining to setting it up. I wound up using another vendor at her suggestion. That's character and integrity, which counts for much in this day and age.”