Travel and leisure

The art of being free.

Nothing pleases us more than than to see our clients truly enjoying the fruits of their labors. If we do our job properly, you can reap the benefits of a rich and rewarding life in a number of ways.

At Essex, our long-term planning and ongoing advice help clients maximize the effect of their funds for a variety of lifestyle objectives and leisure pursuits. These may include the purchase of a second home, a lifelong goal to travel extensively, and the desire to ensure financial stability for grandchildren and other family members.

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