Getting Started

The all-important process of client discovery.

Each client we meet is not only unique, but at a specific stage in his or her life. That’s why our initial meetings are perhaps the most crucial time we’ll ever spend with you.

Essex advisors take the time to get to know you. What are your key concerns for both the short term and the long term? What are the wider ramifications presented by your family, loved ones and/or business relationships?

To establish a solid foundation for our work together, we think it’s crucial to answer these kinds of big-picture questions. It’s important to look at who you are, what you have accomplished, and where you want to go. This enables us to craft our initial recommendations to serve the goals you value most.

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