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Today, more than ever, investment clients need a crystal-clear picture of how their portfolios are performing.
Your primary goal may be accumulation, retirement planning, wealth preservation, or distribution of income.
The only way to create an effective and customized financial strategy is by asking the right questions.
With today’s tuition rates, the financing of a college education is something most parents need to plan for.
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- John W. Rafal, JD
- JoAnne W. White
- A. Ned Rogin, LLB
- Jeb N. Embree
- Patrick F.X. Gingras
- Michael I. Silverberg, CLU, ChFC
- Clark J. Sturtevant
- Stephen W. Bates
- James M. Sullivan, AIF®
- Robert Paolucci, CFP®
- Anthony G. Russo, CRPC®
- David C. Donaldson, Jr. CRPC®
- David F. LaMay, CFP®
- Robert E. Belknap
- Anthony J. Fortuna, CRPC®
- W. Timothy Furgueson
- Judith Flynn, CFS
- Jere Jordan
- Nathaniel Morris
- Robert J. Marcinek, CFP®
- Michael R. LaRiviere
- Kevin Nolan, CFP®
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John Rafal, Contributor on Forbes.com
John Rafal tells Barron’s where to find income: REITs and MLPs
Named as State of Connecticut’s #1 Financial Advisor for 2013.
Readers survey for Financial Planning firms
Essex Financial Services, Inc., member FINRA, SIPC, is a subsidiary of Essex Savings Bank. Investment Products offered by Essex Financial Services, Inc. member FINRA, SIPC are not a deposit of, or obligation of, or guaranteed by Essex Savings Bank, or an affiliate of the 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 loss of principal.