An exemplary record of success across the region and beyond.
Essex Financial Services financial advisors take a client-centric approach to wealth management and planning. Our success in growing our business is largely due to our singular focus on the unique needs of our clients and our willingness to go beyond what they would normally expect from an advisor relationship in terms of providing service. As a result, client referrals are among the most important ways we meet new clients. In fact, over 90% of our clients are referred to us from other clients and professionals. We are extremely gratified that our clients feel so strongly about recommending us.
Our core investment strategies are based on the input of our Investment Committee, a team of our top financial advisors and members of senior management. The firm has been recognized by Barron’s in their annual ranking of “The Top 100 Independent Advisors “in the United States from 2004 through 2015. Most recently the firm was named the #1 independent financial advisory firm in Connecticut by Barron’s for their 2015 “The Top 1000 Advisors”.
This focus on clients has produced a continued stream of recognition that heightens the visibility and credibility of our firm, while helping to position us for continued growth.