The assurance of a well-tended portfolio.
The cornerstone of an Essex relationship.
“I need someone who can handle complex situations.”
“I want an advisor who’s really keeping an eye on things.”
“I need to know I’m getting unbiased advice.”
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.
- Clear & Independent Thinking
- Guiding Your Life
- Guiding Your Business
- Retirement Plan Services
- Patrick F.X. Gingras, Senior Vice President
- Robert Paolucci, CFP®, Senior Vice President
- W. Timothy Furgueson, Vice President
- James M. Sullivan, AIF®, Vice President
- Tony G. Russo, CRPC®, Vice President
- Kevin Looby, CFP®, Vice President
- A. Ned Rogin, LLB
- Jeb N. Embree
- Clark J. Sturtevant
- Stephen W. Bates
- Nathaniel Morris
- David C. Donaldson, Jr. CRPC®
- Anthony J. Fortuna, CRPC®
- Michael R. LaRiviere
- Robert J. Marcinek, CFP®
- David F. LaMay, CFP® CPWA®
- Kevin Nolan, CFP®
- Robert E. Belknap
- Jere Jordan
- Michael Castiello
- Bill Tait, CFP®
- Client Relationship Managers
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A life-long resident of Old Saybrook, David LaMay believes in giving back to his community.
James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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Essex Financial Services Employees Send Deep River Child to Camp Rising Sun
Fidelity Investments will provide the firm with a second custody and clearing solution along with the firms current relationship with Pershing LLC.
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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.