Building for the future

Realizing the road to life is seldom a straight line.

Economic cycles are a reality of life in the world of investing. So it’s not uncommon, from time to time, to need to reframe your plans for wealth building and retirement.

Our goal is to help you properly compensate for economic conditions through appropriate diversification and asset allocation. These considerations include the realities of economic fluctuations, market volatility, and recessionary conditions.

The idea is that no single event or market downturn will have the power to disrupt your investment journey.

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