|
|
On August 27th, we launched a new website!
- Fully responsive, full-width design with larger and more expansive images and streamlined drop-down menus.
- Larger Online Banking log-in space.
- An optimized mobile device experience.
- Accessibility Tools for a better visual experience.
- An educational "Financial Knowledge & Know-How" section.
- An enhanced "Search" function to make navigating our site easier.
|
|
Whether you visit from your desktop, tablet or smartphone - our new site will provide you with a streamlined interactive experience. |
|
Take the first step to YOUR Bright Future!
*(APY = Annual Percentage Yield) The Bright Future Savings Account is a “Split Rate Tiered” account. You will earn the stated APY only for the account balance within each tier. 3.00% APY is paid on balances up to $2,000.00. Balances over $2,000.00 earn 0.25% APY. The account is a variable rate account and rates can change at any time. This account may only be opened by members between the ages of 14-28. After reaching the age of 29, account will remain open at the discretion of the account holder. This offer can be withdrawn at any time. No minimum to open. Limit of one Bright Future Account per Social Security number.
|
|
TIME IS RUNNING OUT...DON'T DELAY!
We’re giving away $100,000 in 100 days and time is running out! Donate up to $500 to your favorite charity by November 25, 2020 and we’ll match it.**
This is a great way for you to maximize your giving power - $500 donations can quickly become $1,000 donations. But don't delay! Our Matching Gifts promotion will conclude within 100 days, or when the $100,000 is exhausted.
Get your donation matched TODAY!
|
|
**Valid on donations up to $500 made by primary members between 8.18.20 and 11.25.20, or until Matching Gifts funding limit is met. Donations must be made to organizations recognized as tax exempt by the Internal Revenue Service under Section 501(c)(3) of the Internal Revenue Code. Some exclusions apply. Charter Oak Federal Credit Union reserves the right to deny any request, and can modify or terminate the program at any time. Submission of an application is NOT a guarantee of a match. Charter Oak Federal Credit Union is not responsible to match the donation if the charity does not properly comply with the terms mentioned above. Matching contributions that are paid by Charter Oak Federal Credit Union are exclusively owned by Charter Oak Federal Credit Union and do not qualify as a tax deduction for the participants of the program. Consult your tax advisor for the deductibility of your personal contribution for Federal and State income tax purposes. Program is only valid for Charter Oak Federal Credit Union Members. Visit CharterOak.org to view all guidelines.
|
|
MEET WITH OUR FINANCIAL PROFESSIONALS |
|
Stephen A. Sylvester, CRPC®
Vice President
Wealth Management
Direct Line: 860.446.1842
Fax: 608.218.2199
1055 Hartford Turnpike
Waterford, CT 06385
OR
32 Chicago Avenue
Groton, CT 06340
|
|
Todd A. Gestrich
Financial Advisor
Direct Line: 860.446.3312
Fax: 608.236.8031
3 Boston Post Road
Waterford, CT 06385
|
|
Golam Ahmed
Financial Advisor
Direct Line: 860.446.3477
Fax: 608.236.6498
1 Connecticut Ave
Norwich, CT 06360
|
|
Charter Oak Retirement and Investment Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-3248833.1-0920-1022
|
|
You can pay for college the smart way with great repayment options and competitive rates! Tuition and other education expenses can be high, so we've partnered with Sallie Mae to offer members their Smart Option Student Loan. The Smart Option Student Loan® for Charter Oak Federal Credit Union by Sallie Mae® is available for borrowers attending degree-granting institutions.
|
|
Columbus Day
Monday, October 12, 2020 - CLOSED
Veterans Day
Wednesday, November 11, 2020 - CLOSED
Thanksgiving
Thursday, November 26, 2020 - CLOSED
Christmas
Friday, December 25, 2020 - CLOSED
New Year's Day
Friday, January 1, 2021 - CLOSED
|
|
860.446.8085 | 800.962.3237
FEDERALLY INSURED BY NCUA | EQUAL HOUSING LENDER
|
|
|
|
|
|
|
