Setting goals

Establishing milestones that need to be met.

The only way to create an effective and customized financial strategy is by asking the right questions. Often, we need to ask questions that range beyond money management itself.

This deeper level of upfront dialogue is the best way we know to make a thorough appraisal of your current financial status, risk tolerance and long-term objectives. A crucial step for charting a strategic course that will serve you well now, in the future, and across succeeding generations.

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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