Smart business investing begins with a trusted Financial Advisor.

Located within our branches, Essex Financial 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

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.

  • 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
DDonaldson@essex.financial

Anthony Fortuna, CRPC®

Financial Advisor
73 Broad Street
New Britain, CT 060533
AFortuna@essex.financial

Anthony G. Russo, CRPC®

Financial Advisor
962 Farmington Ave
West Hartford, CT 06107
ARusso@essex.financial

Adam Brown

Financial Advisor
32 Main Street
Farmington, CT 06032
ABrown@essex.financial

Nathaniel Morris

Financial Advisor
32 Main Street
Farmington, CT 06032
NMorris@essex.financial

  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 products offered by Essex Financial Services, Inc. Member FINRA, SIPC are not a deposit of, or obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the bank, or an affiliate of the bank and involve investment risk, including possible loss of original investment and may go down in value.

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