Bill Tait, CFP®

Bill is a Financial Advisor with Essex Financial Services. He received his BSBA from Western New England College, and his MBA from the Barney School of Business at the University of Hartford.

Bill is a CERTIFIED FINANCIAL PLANNER™, believing in comprehensive financial planning to ensure his client’s goals are properly established and achieved. He has over 20 years of client relationship management, having most recently spent the last nine years with HP Financial Services as a Financial Area Manager. Through attending to the details of his clients’ needs, he establishes trust and builds strong relationships as an advisor. In addition to his CFP®, Bill holds his Series 7 and Series 63 security licenses as well as his Connecticut Life & Health Insurance producer licenses.

Being active in his local community, he volunteers for both the Essex and Deep River Ambulance Associations and serves on committees for St. John School.

Bill and his family live in Essex.

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