Personalized wealth management
The advisors for Essex Financial Services pride themselves on exceeding expectations to address their customers' unique needs. By working closely with a client's legal counsel, accountants, other trusted advisors and key family members, they can create and manage an investment strategy that caters to complex and changing necessities.
Core investment strategies are based on the input of a team of our top financial advisors and members of senior management. 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 will guide you through every stage, providing expert insight that can help you reach your goals.
- Understanding your portfolio
- Designing a plan based on your needs
- Saving for education and retirement
- Preparing for illness or injury
- Building for the future
- Managing your estate
- Maximizing your assets
- Minimizing estate taxes
- Evaluating life insurance
- Transitioning to retirement
- Traveling and leisure time
- Special bequests
Request a confidential appointment with a Financial Advisor today.
David C. Donaldson Jr., MBA, CRPC®
282 Scott Swamp Rd
Farmington, CT 06032
Anthony Fortuna, CRPC®
73 Broad Street
New Britain, CT 060533
Anthony G. Russo, CRPC®
962 Farmington Ave
West Hartford, CT 06107
32 Main Street
Farmington, CT 06032
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/SIPCProducts 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.