The assurance of a well-tended portfolio.
The cornerstone of an Essex relationship.
Knowledge.
“I need someone who can handle complex situations.”
Service.
“I want an advisor who’s really keeping an eye on things.”
Independence.
“I need to know I’m getting unbiased advice.”
Transparent Approach
Today, more than ever, investment clients need a crystal-clear picture of how their portfolios are performing.
One-of-a-kind Strategies
Your primary goal may be accumulation, retirement planning, wealth preservation, or distribution of income.
Establishing Milestones
The only way to create an effective and customized financial strategy is by asking the right questions.
Substantial Goal
With today’s tuition rates, the financing of a college education is something most parents need to plan for.
EssexFinancialServices
- Clear & independent thinking
- Guiding your life
- Guiding your business
-
Lifelong advisors
- John W. Rafal, JD
- Romaine A. Macomb, CFP®
- JoAnne W. White
- Theresa V. Donatelli
- J Addison McAraw
- A. Ned Rogin, LLB
- Jeb N. Embree
- Tyler W. Potts
- Patrick F.X. Gingras
- Michael I. Silverberg, CLU, ChFC
- Clark J. Sturtevant
- Stephen W. Bates
- James M. Sullivan
- Robert Paolucci, CFP®
- Anthony G. Russo, CRPC®
- David C. Donaldson, Jr. CRPC®
- David F. LaMay, CFP®
- Robert E. Belknap
- Ana P. Fonseca
- Anthony J. Fortuna, CRPC®
- W. Timothy Furgueson
- About Essex
- Contact us
News
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Farmington Bank forms agreement with Essex Financial ServicesEssex Financial Services enters into an agreement with Farmington Bank to provide investment and wealth management services to its customers.Read the Press Release |