Business wealth management with a personal, collaborative and customized approach
The advisors for Essex Financial 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 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 Advisors will 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.
- SEP IRAs
- Simple IRAs
Request a confidential appointment with a Financial Advisor today.
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.