Enjoying

The later years you’ve always envisioned.

The way you handle the distribution years of your retirement is as crucial as all the planning that has taken you to this stage. We help you create a simple and realistic model, a concise flowchart, for your pre- and post-retirement life.

At Essex, we also help you to make the transition from a successful accumulation strategy to a fruitful and rewarding post-retirement life — while safeguarding you from potential issues that may arise.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016