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
- 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
- Anthony J. Fortuna, CRPC®
- W. Timothy Furgueson
- Judith Flynn, CFS
- Jere Jordan
- About Essex
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John W. Rafal earns top honor in ConnecticutNamed as State of Connecticut’s #1 Financial Advisor for 2013.
Voted “The Best” in CT Law TribuneReaders survey for Financial Planning firms