Philanthropy

The advantages of sharing the wealth.

Chances are, there are organizations you’re already planning to support. Your Essex advisor can help you work with the organizations and causes you’re most involved with. In these cases, our goal is to convert your assets into tax-deductible donations that benefit the causes you hold dear. We can also advise you on the benefits and ramifications of establishing your own charitable foundation, along with the possibilities of using a donor-advised fund.

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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