Anthony J. Fortuna, CRPC®

Anthony serves as an Investment Advisor and brings over 16 years of experience in the financial service industry to Essex Financial. He works with clients to design financial plans based on their life goals. This strategy focuses on helping his clients become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of individuals and business owners. He continually monitors progress toward your financial goals and updates your plan based on changes in market conditions and your individual situation. Anthony’s areas of focus include estate planning, retirement income strategies, wealth preservation, business succession planning, and tax management strategies.

Anthony holds the designation of Chartered Retirement Planning Counselor sm from the College of Financial Planning and Connecticut Partnership for Long-Term Care Certification. He is a graduate of Central Connecticut State University with a BS in Finance. Anthony maintains his series 7, 63, and 65 securities licenses as well as Connecticut State life, annuity and long-term care insurance licenses.

Anthony currently resides in Wethersfield with his wife Lisa and two children Marco and Stella.

Anthony is supported by Client Relationship Manager Cherish Genova.

E-mail: Anthony.Fortuna@EssexFinancialServices.com

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016