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Charter Oak Wealth Partners

Lori Tedone

Client Relationship Manager

Phone 860-438-7401

E-mail Lori.Tedone@charteroakwealth.com

LPL Financial Form CRS

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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