What is fee-based advice?

A transparent approach to client relationships.

Today, more than ever, investment clients need a crystal-clear picture of how their portfolios are performing. For this reason, a substantial portion of our investment activity is fee-based. It’s an outstanding way for our clients to see the effective and cost-efficient nature of our service offerings. At Essex, this transparent pricing model verifies that clients are getting the most value for their investment dollar.




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