Creating a plan

Planning and advisory services for every phase of life.

In our view, every phase in the financial cycle presents distinct challenges and unique opportunities. That’s why a consistent, evolving dialogue is crucial to achieving long-term financial stability and investment success.

At Essex, our recommendations will no doubt change over time, to reflect the evolving nature of your life. Our relationship with you will grow and evolve as well.

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