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.

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