Saving for education

A substantial goal with life-changing benefits.

With today’s tuition rates, the financing of a college education is something most parents need to plan for. At Essex, we know how to combine various programs to help you gain the best advantage.

One particular area of expertise is the design and facilitation of Section 529 college savings plans. This includes in-depth knowledge of the availability and parameters for 529 plans in the state where you live. Many of our clients are already enjoying the benefits of this highly effective program for college savings.

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