Smart business investing begins with a trusted Financial Advisor.

Located within our branches, Essex Financial Services provides investment, wealth management and small business retirement plan services to businesses in CT and MA.

Business wealth management with a personal, collaborative and customized approach

Essex Financial Services advisors pride themselves on exceeding expectations to address clients' unique needs, contributing to the success of their businesses by offering popular retirement programs and employee benefits.

Essex Financial Services has been recognized by Barron’s in their annual ranking of "The Top 100 Independent Advisors" in the United States every year since 2004. In 2015, the firm was named the top independent financial advisory firm in Connecticut by Barron’s.

Essex Financial Services Financial Advisors guide you through every stage, providing expert insight that can help you reach your goals. You have options and they can help determine which is the right one for your company.

  • 401(k)s
  • SEP IRAs
  • Simple IRAs

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

Nathaniel Morris

Financial Advisor
32 Main Street
Farmington, CT 06032

  1. Essex Financial Services, Inc., member FINRA/SIPC, is a subsidiary of Essex Savings Bank. Essex Savings Bank and Farmington Bank are not affiliated.
  2. Investments and insurance are offered through Essex Financial Services, Inc. Member FINRA/SIPC
  3. 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.

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