What is independent advice

With Essex, “trust” takes on a deeper meaning.

At Essex, our Registered Investment Advisors (RIAs) are bound by law to put each client’s interests before our own. It’s something called the “trust” or “fiduciary” standard. This makes all the difference in the way your personal advisor approaches your investment strategy. Many investment advisors, such as stockbrokers, are only required to provide “suitable” advice which can be fraught with conflicts of interest.

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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