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
- John W. Rafal, Founder and Vice Chair, JD
- Patrick F.X. Gingras, Vice President
- W. Timothy Furgueson, Vice President
- James M. Sullivan, AIF®, Vice President
- Robert Paolucci, CFP®, Vice President
- Tony G. Russo, CRPC®, Vice President
- JoAnne W. White
- A. Ned Rogin, LLB
- Jeb N. Embree
- Michael I. Silverberg, CLU, ChFC
- Clark J. Sturtevant
- Stephen W. Bates
- David C. Donaldson, Jr. CRPC®
- Anthony J. Fortuna, CRPC®
- Robert J. Marcinek, CFP®
- David F. LaMay, CFP®
- Kevin Nolan, CFP®
- Robert E. Belknap
- Jere Jordan
- Nathaniel Morris
- Michael R. LaRiviere
- Linda Persechino
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Five Financial Advisors have been promoted to Vice President.
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John Rafal has been recognized by Barron’s as one of their 15 All-Star Advisors for his accomplishments over the past 10 years.
Essex Financial Services Selected Top 300 Advisers
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Named as State of Connecticut’s #1 Independent Financial Advisor for 2014
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.