Special bequests

When you have a specific purpose in mind.

Many of our clients choose to make special bequests and gifts. These charitable contributions include specific instructions on how the money should be used by the recipient organization: i.e., the establishment of a scholarship fund, the addition of a wing to a museum, etc.

At Essex, we’re pleased to help carry out your wishes in this regard. Your advisor can work closely with your trustee, estate administrator and/or attorney to coordinate the donation of various types of assets, such as cash, stocks and bonds, and personal property.

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