A major consideration for boomers and beyond.

Eldercare is an issue that nearly everyone must deal with at some stage in life. This is equally true for the elder who needs to get the most benefits out of his or her valuable assets. It’s equally true for caregivers who need to assist parents and relatives without the financial means to go it alone.

An Essex advisor often assumes a role that is akin to a life coach for our clients. It’s not uncommon for us to help parents transition into assisted living while waiting for a home to be sold. We often assist clients with collecting the benefits from their long-term care insurance.




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