Giving

Contributing to life in a lasting way.

At Essex, our financial advisors regularly help clients with wider financial goals. These include the desire to leave a legacy, and to carry out defined philanthropic ambitions.

While this is often an individual pursuit, Essex is also adept at facilitating plans for family philanthropy as well. Our mission is to preserve the value of a family’s financial, human and social capital — while maximizing its effect for generations to come.

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