Investment and Wealth Management Services
Located in Farmington Bank branches, Essex Financial Services’ Financial Advisors work with clients to design, implement and monitor comprehensive investment management strategies. Each plan is a personal, customized approach to help clients achieve long term financial success, given their individual parameters they wish to work within.
Essex Financial Services’ Financial Advisors utilize a collaborative approach in working with their clients. By working closely with a client’s legal counsel, accountants, other trusted advisors, and key individual family members, they can create an investment infrastructure to serve a client’s complex and changing needs. A professional from Essex Financial Services looks forward to talking with you in person.
Make an Appointment
About Essex Financial Services
Essex Financial Services provides independent, wealth management services for individuals, businesses, foundations, endowments and retirement plans. The firm is led by its nationally recognized President and Founder, John W. Rafal. Mr. Rafal has been consistently rated among the top independent Financial Advisors in the United States by Barron’s magazine. The guiding principles of Knowledge, Service and Independence are the pillars of the firm’s success.
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Enjoying |
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- Getting Started
- Understanding your current portfolio
- Designing a plan based on your needs
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- Making the transition
- Travel and leisure
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| Building |
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Giving |
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- Saving for education
- Saving for retirement
- Preparing for illness/injury
- Building for the future
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- Philanthropy
- Inheritance
- Special Bequests
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| Preserving |
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- Managing your estate
- Maximizing financial assets
- Minimizing estate taxes
- Evaluating life insurance
- Eldercare
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Request a confidential appointment with a Financial Advisor today.
David C. Donaldson Jr., MBA, CRPC®
Financial Advisor
282 Scott Swamp Rd
Farmington, CT 06032 |
Anthony Fortuna, CRPC®
Financial Advisor
73 Broad Street
New Britain, CT 060533 |
Anthony G. Russo, CRPC®
Financial Advisor
962 Farmington Ave
West Hartford, CT 06107 |
Judith Flynn, CFS®
Financial Advisor
117 East Street
Plainville, CT 06062 |
Disclaimers
Essex Financial Services, Inc., member FINRA/SIPC, is a subsidiary of Essex Savings Bank. Essex Savings Bank and Farmington Bank are not affiliated.
Investments and insurance are offered through Essex Financial Services, Inc. Member FINRA/SIPC
Products and services made available through Essex Financial Services, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of original investment and may go down in value.
Vantis Life Insurance policies are not insured by the FDIC or any other agency of the United States. Not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.
