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Essex Financial Services is a premier, independent wealth management firm headquartered in Essex, Connecticut with additional offices in Southport and Farmington, CT. We have a team of 19 seasoned Financial Advisors who offer our clients a range of services including the creation and ongoing management of comprehensive financial plans, investment
management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. We currently manage or oversee in excess of $2.46 billion and operate as an independent wealth management firm.
At Essex Financial, we create customized financial solutions that focus on the needs and interests of each individual client and take great pride in our personalized client relationships. We work with high net worth individuals, charitable organizations, government municipalities, family groups and small businesses. Contact us today to learn more about how we can assist you.
Learn more about Essex Financial on our website!
Securities and Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor, Member FINRA, SIPC. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc. are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of a loss of the principal amount invested.
