Plan your financial future with Essex Financial.

Essex Financial at Farmington Bank in CT and MA provides investment and wealth management solutions with a personal, collaborative and customized approach.

Personalized wealth management

The advisors for Essex Financial 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. Through the years, the firm and a number of its Financial Advisors have been recognized by industry leading publications for their excellence.

Essex 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
  • Eldercare


  • Transitioning to retirement
  • Traveling and leisure time


  • Philanthropy
  • Inheritance
  • Special bequests

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

Adam Brown

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 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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