Guiding Your Life

True independence begins with an open perspective.

Our adherence to the fiduciary standard empowers us to create comprehensive investment solutions for our clients. Our goal is to augment your overall strategy and plan with thoughtful and unbiased counsel.

At Essex, we begin this process with a totally objective perspective. This doesn’t mean you have to start over from “square one”. In most cases, we can begin by making tax-efficient adjustments to your existing portfolio. In addition, if we think you’re being well served by your current advisor, we won’t hesitate to tell you.

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