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Clear & Independent Thinking
     Starting the conversation
     What is independent advice
     What is fee-based advice?
     Establishing values
     Setting goals
     Creating a plan
     Working with a team

Guiding Your Life
     Beginning
         Getting Started
     Building
         Saving for education
         Saving for retirement
         Preparing for illness/injury
         Building for the future
     Preserving
         Managing your estate
         Maximizing financial assets
         Minimizing estate taxes
         Evaluating life insurance
     Enjoying
         Making the transition
         Eldercare
         Travel and leisure
     Giving
         Philanthropy
         Inheritance
         Special bequests

Guiding Your Business
     Business & legal tax planning
     Succession planning
     Endowments & foundations

Retirement Plan Services

Lifelong Advisors
     Patrick F.X. Gingras, Senior Vice President
     Robert Paolucci, CFP®, Senior Vice President
     W. Timothy Furgueson, Vice President
     James M. Sullivan, AIF®, Vice President
     Tony G. Russo, CRPC®, Vice President
     Kevin Looby, CFP®, Vice President
     A. Ned Rogin, LLB
     Jeb N. Embree
     Clark J. Sturtevant
     Stephen W. Bates
     Nathaniel Morris
     David C. Donaldson, Jr. CRPC®
     Anthony J. Fortuna, CRPC®
     Michael R. LaRiviere, CFP®
     Robert J. Marcinek, CFP®
     David F. LaMay, CFP® CPWA®
     Kevin Nolan, CFP®
     Robert E. Belknap
     Jere Jordan
     Michael Castiello
     Bill Tait, CFP®
     Adam Brown

Client Relationship Managers
     Julie Bauman
     Kristin Estep
     Cherish L. Genova
     Liz Haas
     Kimberly LaFrenais
     Lisa B. McMinn
     Kathleen Montano
     Eric Moreira
     Cara Neilsen
     Jennifer L. Tavella
     Meg MacGregor

About Essex
     Leadership
         Charles R. Cumello Jr.
         Ronald C. Nelson
         Board of Directors
         Investment Committee
     Our story
     Financial strength & soundness
     Community involvement
     News
     Career opportunities

Contact Us
     Locations

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Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
Read the Press Release

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
Read the Press Release

EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016