Beginning

One-of-a-kind strategies. Aligned with your core motivations.

Your primary goal may be accumulation, retirement planning, wealth preservation or distribution of income. Most likely, it is some combination of all four.

Once we’ve established a viable path forward, our knowledgeable, experienced advisors continually monitor your portfolio. We take the time to keep you abreast of the evolving challenges and opportunities on the horizon. Using a truly independent perspective, we also provide the widest possible range of investment options.

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